- tends to move 12% up or down on avg. on day after earnings. - 33% off of highs - trades for just 10x cash flows - YHOO Sansa player can create upside surprise - Reporting earnings on 4/26

- 16% below 52 week high - Warren Buffett is a holder - probably a better long term play than contest play but earnings on 4/25 - Trades for 8.5x cash flow

- Call on Wednesday - Icahn pushing for change - Snapback potential if there is any good news at all. - Trades for 6x cash flow

- moves 9% on the day after earnings day on average - reports earnings on 5/3 - copper prices stabilizing could create upside surprise in margins - they've had 2 quarters to adjust to the Alcatel-Lucent merger so I think forwad guideance could be a surprise - 12mm shares short - Chapman, super activist, is a shareholder. My guess is he's found additional ways for them to cut costs. - They were once a takeover target but deal fell through. Could be a target again.

- stock fell 13% the other day when they reported a lower than expected same-store sales increase. The market ignored the fact that same store sales were still 10% higher year over year. - company trades for less than 10x cash flows with double digit growth - 7.6mm shares short, so a 18 day short ratio - earnings per share expected to go from 1.95 in 2006 to 2.24 for fiscal 2007 to 2.54 for fiscal 2008 - Earnings are on April 17 (Tuesday)

- shares have fallen since MOT guided lower. 20% of their sales come from MOT. What they haven't said yet is how much NOK is stealing MOT's market share. 40% of RFMD's sales come from NOK. - They trade for 13.5x 2007 earnings (expected). 8x cash flows - Down 30% off of highs - 30mm shares short - Earnings report on 4/24

- earnings Thursday - trades for 10x cash flows - 25% Year over year growth so its valued very cheap. - And if you don't believe me, the CEO had this to say in a recent interview with Marketwatch: ""consolidation is the one constant that remains in our industry" – David Kalt, CEO. - options are growing faster than ever as hedge funds use them to hedge and the retail investor is coming back - Company is about 30% off of its 52 week highs. - Exceeded estimates in the past 4 quarters, each quarter - Analysts have upped estimates for this quarter in the past 90 days. - OXPS is a takeover target with consolidation

- Short interest ratio: 23 - Insider Buying: $2M - Earnings May 4 - CEO bought $2mm worth of stock in past few weeks Home builder Brookfield Homes Corp. announced April 5th that net new home orders for the first quarter totaled 286 units, up from 227 in the year-ago period, despite a nationwide downturn in the housing market.