GSI Technology (GSIT) is a name that I have covered in two previous articles (here, and here), and a call that I am happy to report has been performing well - up 14.5% against 7.2% for the Nasdaq (QQQ). The company is a developer of static RAM (commonly referred to as "SRAM") that, over the last year, saw significant market share loss (despite strong product offerings) as a result of Cypress (CY) alleging patent infringement on the part of GSI. Fortunately, the ruling was in GSI's favor, and as a result this will allow GSI to win back meaningful share.
However, while I believe the core thesis is...
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