![]() |
|||||||
This list is to allow users of my reports, analyst conference summaries, and other services to evaluate the independence of my opinions. It is not meant as a set of recommendations. I buy stocks that I believe are undervalued, but that may be with a near-term or long-term perspective. I may hold stocks that are fairly valued or even overvalued because I do not want to pay the capital gains yet. I may hold stocks to diversify and lower aggregate risk.
My clients pay me to research stocks and bonds, with a focus on the forward-looking values of company technologies. I cannot list my client's positions, but my role is to provide an accurate, rather than a bullish, analysis of stocks. Therefore my clients' positions are immaterial to the research, analysis, and opinions I post at this web site.
I also continue to do work for technology companies. Companies covered at this site or their business partners may occasionally be my clients. This site's ads are currently served up by Google.
- William P. Meyers Contact me
| Ticker Symbol | Company |
| AKAM | Akamai [Bought January 2, 2008] |
| AMAT | Applied Materials [Bought March, 2008] |
| AMD | Advanced Micro Devices |
| ANSV | Anesiva |
| BIIB | Biogen-Idec [Bought February 6, 2008] |
| CELG | Celgene [Bought June 2007] |
| DNDN | Dendreon |
| GILD | Gilead [Bought October 2007] |
| HILL | Dot Hill [bought December 2007] |
| MCHP | Microchip |
| MRVL | Marvell Technology Group |
| NAPS | Napster |
| ONXX | Onyx Pharmaceuticals [bought May 9, 2008] |
| RACK | Rackable Systems, Inc. |
| RHT | Red Hat [bought January 2008] |
| TTMI | TTM Technologies [bought February 2008] |