Thursday, May 22, 2008

Notable Calls: Verigy Ltd. (Nasdaq;VRGY): Positive comments from Goldman Sachs

Goldman Sachs has a positive piece on Verigy Ltd. (VRGY), saying they expect the stock to react positively to in-line results and guidance given the recent concerns regarding a top-line miss driven by share loss to Teradyne. They continue to believe that the share loss concerns are misguided as Verigy has gained ~700bps of share over the last several years all while competitors claimed Verigy was losing sMy Sexxy Mom pictures published by BeachMILF. ... This album is filed in good times and modeling. Find more albums about My Sexxy Mom. ...
hare. While Verigy did guide for a significant qoq decline in CQ1 revenues, firm believes the weak sales guidance was driven by memory, with SoC revenues guided essentially flat qoq. Our view is that Verigy remains well positioned in SoC and we expect the company to continue to expand its SoC share. In addition, DDRIII should be a significant driver in 2H08 with Intel requiring DDRIII for the Nehalem launch in Q4. Verigy is well positioned to gain significant DRAM test share with the DDRIII transition.

Firm believes that Verigy's business model/profitability are undervalued with Verigy's stock trading at a 33% discount to Teradyne's on normalized EPS despite Verigy's significantly better full cycle profitability. ThMy Sexxy Mom pictures published by BeachMILF. ... This album is filed in good times and modeling. Find more albums about My Sexxy Mom. ...
eir view is that the multiple gap between the stocks should narrow as concerns over share loss subside and we expect Verigy's stock buyback (to begin 2 or 3 days after
earnings) to be a significant positive catalyst.

Notablecalls: So we have a Tier-1 firm calling for positive reaction on the stock for two reasons: earnings report and share buyback, both happening near-term. What can I say, it's a buy today.


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Thursday, May 22, 2008

cramer ny - Google Search
A.Cramer Edward M - maps.google.com - (212) 421-3350 - moreB.Cramer KRASSELT1 8HAMPEL Stefanides - maps.google.com - (212) 889-6450 - moreC.Cramer Rosenthal Mc Glynn - www.crmllc.com - (212) 838-3830 - moreD.Cramer Krasselt - www.c-k.com - (212) 366-4191 - moreE.Cramer Berkowitz Partner LP - maps.google.com - (212) 940-0700 - moreF.Cramer Elizabeth Sherwood Psychoanlyst - maps.google.com - (212) 724-2783 - moreG.Cramer Levin - maps.google.com - (212) 715-9536 - moreH.Cramer Bros Inc - maps.google.com - (201) 933-0815 - moreI.Cramer Rosenthal LLC - maps. booyeah. google.com - (973) 623-6015 - moreJ.Cramer Martin R - maps.google.com - (201) 646-1141 - more
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Sunday, May 18, 2008

Verify or Claim Jim Cramer Investing...booyeah - MyBlogLog
Undergoing MyBlogLog Verification
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Saturday, March 29, 2008

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Thursday, March 06, 2008

Harvard Business School MBA ProgramHBS MBA Harvard Business School · The HBS Advantage · Academics ... The MBA Admissions Office will be closed on Thursday, June 5th and Friday, June 6th. ...www.hbs.edu/mba/columbia business school mba program mba homewww0.gsb.columbia.edu/mba/
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Sunday, February 24, 2008

"As I head down to Wall Street, I am a little anxious about which Jim Cramer I'll be dining with today. Will it be the screaming, middle-aged frat boy who whips himself on air when his stock picks fail and throws cream pies at photos of CEOs he thinks should be sacked? Or will it be the Goldman Sachs alumnus, successful hedge fund founder and online business news pioneer who writes a smart finance column in New York magazine?For today's lunch at Bobby Van's, an old-fashioned steak and seafood joint that is all about men and money, it seems we will be getting Dr Jekyll. Carefully groomed and wearing a dark suit, Cramer is quiet, even courtly. As he ushers me into the glassed-off private room the restaurant has set aside for us, I can't help think of Narnia's Mr Tumnus - the same pointed beard, diminutive stature, graceful manners and, lurking beneath them, an almost childlike sense of mischief.We start, however, from a darker place. Cramer had recently written a cover story about himself in New York magazine. Even for a man who routinely decapitates dolls in his own image on camera - and at other, cheerier, moments kisses portraits of himself - devoting a whole essay to yourself is an act of enormous, dangerous braggadacio. Cramer pulled it off by starting with a grim question - ''Why does everybody hate me?'' - and concluding with an even bleaker pay-off line: ''I remain completely and utterly repulsive to myself.''I think it is a fine literary device, but I don't quite believe it. Do you really build an entire TV show around your own manic persona if you find that self repugnant? Before Cramer can properly answer, we are interrupted by our waiter. Cramer greets Alan by name and, after listening to his recitation of the specials, we settle on a seafood platter for two. Daringly, we defy the Manhattan carbohydrate taboo and ask for bread, too.Then we are back to my guest and his horror of his own on-air antics: ''It's nightmarish for me to watch myself,'' Cramer insists. ''All I do from the moment it starts is say, *How could I have done that?* Don't I have any self-respect?'''Even if you buy Cramer's shtick about his tortured relationship with himself - and this Woody Allen-esque self-loathing is certainly an essential foil to his show's other excesses and part of what makes it so watchable - it isn't the whole story. For one thing, he is unambivalently proud to have succeeded as a journalist, a career that seems to have more value for him than his previous incarnation as a hedge fund manager.''I like what I do,'' Cramer says, for a moment sounding absolutely earnest and unconflicted. ''I had done the hedge fund thing. It was fine, but* I always wanted to be a journalist. And I think this is more fun for me now. Everybody's a hedge fund manager. There's not a lot of guys with their own TV shows.''Part of what motivated Cramer's move is his conviction that his combination of Wall Street pedigree and Animal House slap-stick is the best way to bring the markets - and all the riches he believes they can deliver - to the ordinary guy. Cramer occasionally comes across as the Street's raucous spokesman, as he did in his infamous and, it turns out rather prescient, summertime rant when he called on the Fed to wake up and start cutting rates."
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Sunday, January 20, 2008

Hi Jim!
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Seeking Alpha: Jim Cramer
Passing on Annaly - Cramer's Lightning Round Picks (6/6/08)
No Safe Havens - Cramer's Stop Trading! (6/6/08)
Rubble Stocks - Cramer's Mad Money (6/6/08)
MON' Back for Monsanto - Stop Trading! (6/5/08)
Shame on Wachovia - Cramer's Lightning Round (6/5/08)

Jim Cramer
Stop Trading! Jim Cramer's 'Stop Trading!': Sell Apple
TheStreet.com
- Jun 09, 2008
- 10 hours ago
Cramer called the news "marginally positive," saying, "You wanted to sell most of your position into this launch because of the hoopla. ...
clipped from Google - 6/2008
Jim Cramer: Too Many Me-Toos Trying To Build Next Guitar Hero ...
Washington Post
- Jun 09, 2008
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It wasn't quiteMad Moneyon the roof of the Soho House, where Jim Cramer talked economics with a gaggle of press and internet folk this morning. ...
clipped from Google - 6/2008
Mad Money Recap Cramer's 'Mad Money Recap': How to Beat High Oil ...
TheStreet.com
- Jun 09, 2008
- 5 hours ago
"Instead of freaking out over the price of gasoline, why not make some money from it," Jim Cramer told viewers of his "Mad Money" TV show Monday. ...
clipped from Google - 6/2008
Cramer on BloggingStocks: Questions swirl around Lehman's capital ...
BloggingStocks
- Jun 09, 2008
- 15 hours ago
TheStreet.com's Jim Cramer says that with this bank going back to the well, there are too many questions to risk buying in this space. ...
clipped from Google - 6/2008
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