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Fly’s Post Debacle Top 10 Holdings

by The Fly on November 28th, 2007 at 11:13 am

After doing a lot of rearranging on the SS Titanic, this is how I’m currently situated:

1. VMI

2. MVIS

3. BWLD

4. RIMM

5. AAPL

6. CLX

7. GME

8. LFT

9. VMW

10. GD

16 Responses to “Fly’s Post Debacle Top 10 Holdings”

  1. MarketRaider Says:

    So Fly, the question is for those holdings is any rally a chance to jump ship or are yu staying onboard (pun intended).

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  2. The Fly Says:

    I’m not sure.

    I’ll be the first to tell you, I’ve misplayed this swoon, badly.

    For now, I’m just enjoying the relief and will set new parameters, shortly.

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  3. The Zombie Says:

    The Fly is God

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  4. Bison Burger Says:

    Where’s LIMM today?

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  5. alphadawgg Says:

    Yikes! VMW is kicking the bears down steel-spiked stairs!

    I’m also looking at CTXS is another virtualization stock. These stocks are an evolutionary step in the information life cycle process.

    Also looking at DELL, since purchase of Equallogic. Not sure yet on that one.

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  6. PleaseKillMe Says:

    5 things Fly should do before he hits puberty and starts wearing a training bra.

    1. Actually go to a BWLD and eat their wings.
    2. Use a computer that runs VMW.
    3. Take a PicoP embedded phone and flush it down the toilet because only crap should be in our sewers.
    4. Ride in a GD vehicle without crying.
    5. Spend a week in China.

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  7. riverrat Says:

    VMW has been used forever. Why it just got awareness by the non-technical, I’m not sure. Once servers got faster and memory got larger, it became the easy solution to collapse all the smaller servers that handled non intensive tasks on old hardware. This has been going on for years, like back to 2000 or so.

    It already deployed everywhere is my point.

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  8. The Fly Says:

    That was quite funny pleasekillme.

    Now go fuck yourself.

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  9. Wang Hung Lo Says:

    Fry,
    Spend time in China. Prease? Yu can pray Chinee rotto evely day and win vely big quan.

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  10. Woodshedder Says:

    Rut row. Anyone noticed the slack volume? Seems weak on the Nasdaq. I haven’t looked at the other indices.

    Dinosaur, what are you seeing?

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  11. riverrat Says:

    I think the $TICK tells you much more. It has been neutral to positive today, when before it was negative and really negative in previous days. It can turn, but so far so good.

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  12. cheesefried Says:

    Shed-
    You can wish this rally isn’t happening all the way back to Dow 14K. The fact that your losing your ass or pissed because your on the wrong side is very evident.

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  13. cheesefried Says:

    Crude oil pushing $91. Get long the consumer.

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  14. Woodshedder Says:

    Cheese, I’m not pissed, nor losing my ass.

    I’m long MVIS and AAPL.

    I own 4 puts on the QQQQs, two of which have lost a small amount.

    No big deal.

    I’m just calling it as I see it. This rally will fail.

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  15. JJ2000426 Says:

    The list is boring. Don’t you have anything new other than MVIS? Still not interested in SWC?
    http://www.seekingalpha.com/article/55173-palladium-an-investable-metal-that-defies-physics
    American Physical Society endorsing COld Fusion is a very big deal, you know that?

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  16. Dog Catcher Says:

    JJ, your drug pushing manner on (SWC) is now beyond comical.

    Please, get a life…..please……pretty please?….just go grab one from a blog or off the internet….but stop with the (SWC) you are killing me.

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