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Strategies & Market Trends : January Effect 2008 -- Ignore unavailable to you. Want to Upgrade?

To: EACarl who wrote (9)	12/9/2007 7:22:26 PM
From: RockyBalboa	Respond to of 65

I agree, during this quarter a lot of small caps have been depressed. I have no trouble finding candidates but people get picky. I wish I would find another ONXX, or DIT, a by product of yearend efforts. ONXXs chart looks amazing: finance.yahoo.com One buyer beware: Some folks told me to be wary of companies who put their cash into short term investments; not all of those instruments are at face value; some corporate treasurers overreached and put money into "enhanched" stuff, a.k.a. asset backed commercial paper... Unfortunately companies are slow in reporting such events.

To: EACarl who wrote (9)	12/9/2007 7:30:55 PM
From: RockyBalboa	Respond to of 65

Thanks to Doc and EAC for pointing out the convertible investment. I agree it is a different instrument; much like I mentioned the C and CFC investments (which are neither in common stock). I overlooked it in Palm as I didnt follow the stock closely after it began falling earlier the year. There can be a prolonged disconnect between the convertible and the common stock with respect to the market price. Albeit... the fixed rate convertible investments has embedded upside which the investors often do not fully hedge by shorting the common and options...one result is a volatility dampener as the convertible has itself embedded option characteristics.

To: EACarl who wrote (9)	12/11/2007 2:16:34 PM
From: RockyBalboa	Read Replies (1) \| Respond to of 65

Congrats on GNSS. It is up 57%. SGTL I bought some and continue to do so. I looked at the last 4Q and the improvements Q over Q are nice. Could be a long term hold. PANC I snapped a bit as it trades at cash now. Could go lower but final judgement is not out yet...

To: EACarl who wrote (9)	12/18/2007 4:52:31 PM
From: RockyBalboa	Respond to of 65

Results were not good. Palm now even cheaper AP Palm Swings to Fiscal 2Q Loss Tuesday December 18, 4:42 pm ET Palm Swings to Fiscal 2nd-Quarter Loss As Costs Grow, Revenue Declines; Shares Fall SUNNYVALE, Calif. (AP) -- Smart phone maker Palm Inc. said Tuesday it swung to a loss in its fiscal second quarter as revenue declined and expenses rose. For the quarter ended Nov. 30, Palm reported a loss of $9.6 million, or 9 cents per share, compared with a profit of $12.8 million, or 12 cents per share, in the year-ago quarter. On an adjusted basis, the company reported a loss of $7.8 million, or 7 cents per share, in the latest quarter. Palm's revenue for the period declined to $349.6 million from $392.9 million. Analysts polled by Thomson Financial expected an adjusted loss of 8 cents per share on sales of $350.3 million. Palm said its smart phone revenue totaled $282.4 million in the period, and smart phone sell-through rose 11 percent year-over-year to 686,000 units. Palm's operating expenses climbed to $146.4 million from $122.1 million. For its third quarter, Palm predicted a loss of between 31 cents and 33 cents on revenue of between $310 million and $320 million. The company forecast an adjusted quarterly loss of 14 cents to 16 cents per share. Analysts predict a third-quarter loss of 4 cents per share. In after-hours activity, shares fell 39 cents, or 6.6 percent, to $5.54. Before the second-quarter results were released, the stock rose 28 cents, or 5 percent, to end regular trading at $5.93. The stock has traded in a 52-week range of $5.33 to $10.34