11/11/07: I know their product, and it's fantastic--one of the best SANs I've ever seen. I don't know enough about the *business* to know whether or not they can execute and/or generate profits on their gear. May wait till the January rotation out of tech to get in...

11/11/07: Was thinking about picking this up on valuation. Boy am I glad I'm too lazy to get to it before now. Like it as a recovery story or as a potential takeover, even.

11/11/07: Going to let this one come WAY in before I touch it. Would like to see Rubin booted, too. I think the div's getting cut, too. Won't think about it unless it's south of 25 or I get a much better feel for the company. Would rather take a pass than take a beating on this one.

----- 12/12/07: Stock's been hammered lately. Gonna see if it puts a bottom in or craters completely... ----- 11/11/07: A little biotech studying capsaicin (the hot stuff in peppers) as a pain reliever. I know there are already OTC meds built on it, so these guys are the prescription-strength version. Has treatments awaiting approval in Europe. Currently watching to gauge how the stock trades. Like the concept a lot, willing to speculate on it. Think it may go up soon.

----- 12/12/07: Done deal. Long SIRI common and Jan 4 calls. This entry will be removed next time I update this port... ----- 11/11/07: Like it ahead of the merger as a trade. Was hoping to get it to come in more in the recent market troubles. Missed my chance to get in under $3.30 because a deposit didn't post in time. Grr... May end up taking a pass on this one if it doesn't come back inside $3.40.

----- 12/12/07: $17.50 Liking this financial. Everybody says they're short subprime, stock trades well, and I just found it's got a 11% yield. Haven't done a ton of work on it, yet. I like this like I like GLS. I think this may come in a little, but I could be a buyer around 17 unless the story changes.

----- 12/12/07: $87 This one bounces from 100+ to 80 to 90 to... ? Might make a good rangebound play. Bears more watching (and more capital to run!).

----- 12/18/07: Had to sell my CSCO to make funds to average down into GLS. Love the long term story for CSCO. Going to look again mid-2008, when tech bottoms seasonally.