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mreb

  1. UAE central bank offering a loan "liquidity facility" to banks facing trouble due to Dubai debt standstill. This isn't a bailout $$
  2. $BKS call: 700 retail outlets will have Nook live demos and sales in a couple weeks
  3. $BKS call: higher demand for Nook accounts for slightly more of the earnings guide-down than lower comp sales driver
  4. $BKS call: mass merchant discounting concerns "overblown". Book selling is a long-tail business. Best sellers <5% of sales
  5. $BKS call: "overwhelming demand for Nook"
  6. $BKS call: average ticket declined slightly
  7. $GMCR and $PEET in a bidding war for $DDRX
  8. $GME call: advertising is up y/y as % of sales
  9. $GME call: expect 2010 software growth of single-digits to low double-digits
  10. $GME call: like other retailers cautious about consumer confidence going into holiday
  11. $GME call: have seen the decline in Nintendo Wii sales others are seeing
  12. $GME call: projecting positive new software growth in Q4
  13. Report out of Taiwan that $AAPL delaying tablet from March 2010 to second half of 2010 because it wants an OLED screen
  14. Channel check: $AMZN is now selling $PALM Pre for $79.99 and $PALM Pixi for $24.99. That means sales are booming right?
  15. John Paulson's Q3 2009 hedge-fund investor letter - http://bit.ly/2VrLM7 $$
  16. I just received a free $100 coupon in the mail from $GOOG to try AdWords. Don't know if this is bullish or bearish
  17. The source on the $CVC price increase news is my monthly cable TV bill. LOL
  18. $CVC raising various cable TV packages and channel prices by 6-20% starting December 2009
  19. Meredith Whitney putting her stake down right here. "Have not been this bearish in a year" $$
  20. $ADY call: 15-17M newborns in China each year