NetLogic Microsystems Inc. (NETL)
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- 10GbE Optical Component & SFP+ Modules: This Time It's Different
- Isilon Systems Sours The Taste
- Barron's Mid-2007 Analyst Roundtable
- Netlogic Microsystems: Potential Risk Seen In High Valuation
- Cisco/SpansLogic Deal Risky For NetLogic
- UBS Ups Broadcom to Buy on Networking Strength and Uses for Touch Screens
- NetLogic -- Strong Beyond Its Cisco Business (NETL, CSCO)
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Fred Hickey Makes The Short Case On NetLogic (NETL, IDTI)
on Jan 24, 2006| by
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Stocks Covered by The Chip Stock Blog
on Dec 05, 2004| by
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Isilon Systems Sours The Taste [view article]
I still think the future looks positive...........LJK ReplyEditors
General Discussion on NETL
Is this a buy or a sell? Replyahead
10GbE Optical Component & SFP+ Modules: This Time It's Different [view article]
CSCO prints and gives away their stock faster than the rest of us can buy it. CSCO = dilution ReplyBarron's Mid-2007 Analyst Roundtable [view article]
Interesting to see Marc Faber's prediction of a consumer slowdown. As I say in "Bearwatch":That may reduce the monthly trade deficit for a while, but won't turn it into a surplus. China's ultra-low wage costs, combined with what seems to be very loose enforcement of intellectual property rights, are still set to hollow out Western industrial production of all kinds, as James Kynge's book makes abundantly and frighteningly clear.
It's all very well finding ways for individual investors to benefit, but if you haven't got spare money to invest, you can't back the winner in this unequal contest. Without some degree of prosperity, what real peace will our countries have? I'd like to see a credible national economic plan from our politicians.
theylaughedatnoah.blog... Reply
Barron's Mid-2007 Analyst Roundtable [view article]
PFN is leveraged about 38%. I've owned 2k shares for a long time and was thinking about shedding some shares but its sister fund PFL trades at an even higher premium, lower yield. Risks are if the Fed cut rates since their portfolios are all securities tied to LIBOR + a percentage. The securities are typically in a Senior position but are usually not very liquid compared to corporate bonds. But unlike corporate bonds, when interest rates go up, so does their income which more than offsets their borrowing costs. ReplyBarron's Mid-2007 Analyst Roundtable [view article]
How can PFN yield 8.9%? I assume it's leveraged. It would be interesting to know by how much and what the risks are. Reply