Monday, July 27, 2009


In my Erin Andrews flash piece, I forget to mention ERTS (21.16) as a buy. I got distracted posting the pictures.

Taiwan OEM's have recently placed new orders for Sony's PS3 components--that are double the growth rate of the 2nd quarter.

Goldman last week, increased their target on ERTS to $25 from $24 because of M&A premium. I'll go with them on that trade.

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