First Page of Old Rumors
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 2011-12-15 12:56:36, MELI, Mercadolibre Inc ($ 91.65)
Hearing that EBay is exploring buying MELI. Also hearing Bankers have done their due dilegence and a price around $125 should get the MELI board "interested".
Currently: $96.70. The Biggest Positive Change: $ 5.24 or 5.72% on 2012-02-03
2011-12-15 12:32:23, DECK, Deckers Outdoor Corp ($ 86.67)
Hearing that DECK strongly reitterate buy at Lazard and move is completely counter to where the business is headed. Also saying that Sterne Agee call is wrong
Currently: $86.66. The Biggest Positive Change: $ 5.26 or 6.07% on 2011-12-20
2011-12-15 10:41:23, DNDN, Dendreon Corp ($ 7.41)
Hearing that Goldman Sachs out positive on DNDN saying that AMGN could and should buy DNDN. They see prostate cancer as a potential area where Amgen could look
to grow through acquisition. They derive this view based on: (1) Amgen's
core expertise; (2) size of the opportunity - needs to be big enough to be
impactful - and (3) the unique availability of multiple late stage assets.
Currently: $14.17. The Biggest Positive Change: $ 7.80 or 105.26% on 2012-01-25
2011-12-15 10:37:24, SINA, SINA Corp ($ 54.13)
Hearing positive for SINA in that Weibo may have landed 3 lucrative social marketing deal with Coca Cola, Yum Brands, and Nike with the former 2 worth up to $11mm US and $4.5mm for the latter...deals have other options to expand further
Currently: $75.00. The Biggest Positive Change: $ 23.67 or 43.73% on 2012-02-02
2011-12-15 10:06:22, FSLR, First Solar Inc ($ 34.24)
Hearing that Piper positive on FSLR saying that after report this morning....co. guideded lower for revs $3.7-$4B vs Street $4.1B....pricing lower than expectations at ~$3.30 vs our $4...note systems pipeline was strong....expect stock to be range bound for 3+ quarters until Street more confident in co.'s refocus on utility scale projects...OW rated/$95 Price tgt
Currently: $45.16. The Biggest Positive Change: $ 12.86 or 37.56% on 2012-01-30
2011-12-14 11:15:19, FSLR, First Solar Inc ($ 34.24)
Hearing that Piper positive on FSLR saying that after report this morning....co. guideded lower for revs $3.7-$4B vs Street $4.1B....pricing lower than expectations at ~$3.30 vs our $4...note systems pipeline was strong....expect stock to be range bound for 3+ quarters until Street more confident in co.'s refocus on utility scale projects...OW rated/$95 Price tgt
Currently: $45.16. The Biggest Positive Change: $ 12.86 or 37.56% on 2012-01-30
2011-12-14 11:12:00, BIDU, Baidu Inc ($ 118.66)
Hearing that Wedge defending BIDU saying that advertising remains strong and that yesterday's note from a competitor on BIDU raised some issues about keyword pricing that Wedge says shows a complete lack of understanding….in fact, agency checks show that next year’s numbers will be easily achievable
Currently: $134.53. The Biggest Positive Change: $ 17.02 or 14.34% on 2012-02-03
2011-12-14 11:03:29, ERTS, Electronic Arts Inc ($ 20.82)
Hearing that UBS defending ERTS saying they are not losing key employees
Currently: $19.84. The Biggest Positive Change: $ 0.70 or 3.36% on 2011-12-16
2011-12-14 10:56:16, IDCC, Interdigital Incorporated ($ 39.12)
Hearing that IDCC and Google 'very close' to announcement, Hearing that $65.50/shr is the agreed price
Currently: $39.83. The Biggest Positive Change: $ 7.63 or 19.50% on 2012-01-20
2011-12-14 10:51:36, SGI, Silicon Graphics International Corp ($ 12.25)
Hearing that Sterne out defending SGI saying weakness is a buying opportunity
Currently: $14.43. The Biggest Positive Change: $ 2.20 or 17.96% on 2012-02-05
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