 Hot Tickets From the Alliance
Each week Alliance members submit "Hot Tickets" as a way of presenting new observations and ideas on investable opportunities to ChangeWave.
* Note: These Hot Tickets are for informational purposes only. They do not represent recommendations from ChangeWave.
(1) Lone Microsoft Holdout
GSC08849: "In my family, I was the lone holdout in the Microsoft (MSFT) versus Apple (AAPL) operating system (OS) battle. Then, just before Christmas, I got hit with a virus even with my firewall and anti-virus/anti-spam software. Now I am making the move to the Mac OS. I will use Apple's Boot Camp for everything that requires Windows."
(2) Long-Lasting Cree LEDs
SAM99352 writes: "I recently bought a flashlight with Cree's (CREE) LED light bulb and three AAA batteries. After using it for more than 60 hours, the light is still bright -- much more efficient than the traditional bulbs. Cree has many types of LEDs for different purposes, and I think the market could be huge."
(3) Done With Dick's Sporting Goods?
WIL12970 writes: "I live in Mississippi and work in Memphis, Tenn., and each time I visit Wal-Mart (WMT) or Costco (COST), they are packed -- even on my lunch hour. On the other hand, every time I drive by Dick's Sporting Goods (DKS) the parking lot is empty -- sometimes with as few as five cars."
(4) Drop in Display Advertising
DST06997 writes: "A variety of sources are reporting drop-offs in estimated first-quarter advertising spending for 'display' ads. The sector appeared reasonably healthy as marketers spent their remaining 2008 budgets, but now it looks like they may have lower budgets for 2009. This may impact Yahoo (YHOO), ValueClick (VCLK) and The New York Times Co. (NYT), among others."
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