Synaptics: Staying Ahead of Expectations [View article]
SYNA continues to execute - and you're dead on about the leadership position they've established in a very interesting niche. One growth driver you didn't mention explicitly is the netbook trend (especially with the forthcoming Win7 including significant support for touch screen inputs). Lastly, don't forget the *massive* short position that's still on (which continues to be a mystery to me). Still in the 40% + of shares outstanding, and I've never heard a single reasonable justification for it.
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SYNA continues to execute - and you're dead on about the leadership position they've established in a very interesting niche. One growth driver you didn't mention explicitly is the netbook trend (especially with the forthcoming Win7 including significant support for touch screen inputs). Lastly, don't forget the *massive* short position that's still on (which continues to be a mystery to me). Still in the 40% + of shares outstanding, and I've never heard a single reasonable justification for it.
May 01 22:10 pm
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All Comments by Chad Gray_ »Synaptics: Staying Ahead of Expectations [View article]
(long SYNA)