The stock is starting to fade, and I will be taking advantage.
36 direct reports are symptomatic of a larger problem.

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This struggling stock appears to have found a bottom.
This stock has been a good short-term mover when the company reports.
The difference is that AOL is executing a clear plan, and Yahoo! is not.
These companies touch the semiconductor market in three different areas.
The whole sector's valuation is fueled on hopes and dreams. 
Growth can be deceptive, and that's where investors get into trouble.
A lot of things need to go well for the power of free to pay out all that it is promising. 
It can still boost revenues, but the product side is problematic.


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