Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Mobile High-Definition Can Re-Redefine Silicon Image

Silicon Image Inc. (NASDAQ:SIMG) stock didn't do much over the last two years. Investors were concerned about standards like HDMI maturing that may negatively affect the company's growth prospects. More recently, there have been concerns related to seasonal weakness in mobile & Consumer Electronics (NYSE:CE) markets and lower priced products gaining traction.

Looking at the fundamentals, this gloom may wither soon as there seem enough catalysts ready to take revenue, earnings and stock higher. Some of these are

    Mobile and CE customer adoption of MHL should provide revenue growth Mobile inventories are lower ahead of new model launches Higher penetration in new mid-range models to help increase average prices New monetization strategies to help the IP ...
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