EMC + VMW = $90 billion - The math: $70 billion increase in total Market Cap in less than 180 days
Nop, sorry, I am doing very well with all my short picks (COMV, CAVM tanking since last week, DDUP tanked today and STAR today tanked AH as well) except for VM which could tank tomorrow if my gut is correct (street may not like lack of forward guidance but it just hates no break down of software vs support license). I am doing bad-ok on all my longs except for AAPL which is understood in this market.
On VMW, I am down maybe $600-$700 total. I only have 8 puts total. But I will add more if VMW rises. I have only $2500 to loose max on my VMW puts (so far) but imagine if VMW tanks to $30-$40 by the end of next Q or by Apr'08, my returns will be 25-30x.
I think I am a very savy investor (buy low-sell high/go short) and am currently at 78% cash. Yes, the market is going to tank and tank big time. My colleagues can vouch for my predictions in the last 1-2 years about housing/sub-prime/prime/arm resets/$ crash/recession/ and what not, 3 weeks back I send an email to all my friend to take money out of their stocks (or go short if they have the stomach) fearing what has happened in the last week or so. A couple of them listened and are they not grateful. And this is just the start.
I am sure, you will remember me and my post 1-2 months from now.
.....if my gut is correct (street may not like lack of forward guidance but it just hates no break down of software vs support license)
Wow, you are just making this up as you go along, aren't you? You obviously didn't listen to the cc where they sliced and diced sales into software licenses and services/support, complete with year over year and sequential quarterly comparisons.