TSRA long 15K 15.21
TSRA Tessera Tech: Cowen believes market discounting unlikely scenario where not only TSRA patents are ultimately overturned but that existing licensees breach contracts (13.82 ) -Update-
Cowen says given the preliminary nature of the ongoing patent review process, they've been shocked by brutal negative reaction in TSRA's stock price in reaction to the recent ITC decision to stay TSRA's infringement case against a slew of "wireless defendants". Judging from the reaction in the stock, firm believes the market is now discounting a very, very, very, very unlikely scenario where not only TSRA patents are ultimately overturned but that existing licensees (both DRAM and Wireless) breach contracts and for some reason push back and decide not to pay TSRA. Firm does not believe there is any basis for this. Licensees are quite knowledgeable on patent issues and surely know that they're not even close to any patents being overturned.
Cowen says given the preliminary nature of the ongoing patent review process, they've been shocked by brutal negative reaction in TSRA's stock price in reaction to the recent ITC decision to stay TSRA's infringement case against a slew of "wireless defendants". Judging from the reaction in the stock, firm believes the market is now discounting a very, very, very, very unlikely scenario where not only TSRA patents are ultimately overturned but that existing licensees (both DRAM and Wireless) breach contracts and for some reason push back and decide not to pay TSRA. Firm does not believe there is any basis for this. Licensees are quite knowledgeable on patent issues and surely know that they're not even close to any patents being overturned.
ah, sell 15.40 TSRA
C long 10K 21.69
Abesiki, TSRA koha peal ei pidand närv vastu, jah? Praegu üle 16...
jah, TSRAga oleks pidanud olema väiksem kogus ja kauem hoidma.
long 10K TPX 16.10
long 10K TPX 16.10
CDE long 10K 4.87
BSC long 10K 70.70
BSC long 10K 70.70
jim pushib SNCRi teises foorumis ...mitte et ma midagi aru saaks mida ta räägib ..aga kuna lihtsalt tahaks midagi teha, siis ostame 16.61 10K SNCRi ...:D
Whoa, mu promo lõpuks töötas, keegi ostis aktsiaid ka, mis sest, et virtuaalselt :D
SWC short 10K 18.44
C add 5K long 21.16
C add 5K long 21.16
cover SWC @open
tegelt 17.38 cover
BSC sell 71.37
sell SNCR 16.83
sell TPX 16.22
sell S 7.08
jälgin
Realiseeritud kasum 7315,98 rahaühikut ehk 7,3%
Positsioonid:
DIVX 5K long @12.95
SIRI 5K long @3.17
C 15K long @21.51
CDE long 10K@4.87
Reedeseid sulgemishindu arvestades on kogu virtuaalfondi hetkeseis 4476,1 rahaühikut plussis ehk tootlus alates 29. jaanuarist ligikaudu 4,5%
Positsioonid:
DIVX 5K long @12.95
SIRI 5K long @3.17
C 15K long @21.51
CDE long 10K@4.87
Reedeseid sulgemishindu arvestades on kogu virtuaalfondi hetkeseis 4476,1 rahaühikut plussis ehk tootlus alates 29. jaanuarist ligikaudu 4,5%
long 10K BSC 64.02
add 5K BSC 63.28