User 119401

Gigamedia Runs on Momentum - But May Fall on Reality

Good point. This run was way overdone, but don't forget that this was a stock that was down more than 30% over the past 7 trading days prior to it running up on Tuesday. Long term the company looks poised for outstanding growth. I think you will get the stock cheaper, but if you bought here you will still make money in the months to come.

Why I'm 'BULL'-ish on Ceradyne

Everything that you said in this comment was true, but I think you are talking about MRAP I and I am talking about MRAP II, which calls for higher threat protection standards. FRPT and GD both did pass MRAP I, but CRDN is the only company to submit and pass using MRAP II standards. I did not mean to imply that CRDN was the only one in the race for these contracts, but I was simply trying to point out that this new product could have huge upside for the company. CRDN is the smallest of players in the market because it is new, and GD and FRPT will probably win most of the MRAP II contracts (which total almost $50 billion), but if CRDN takes 1-5% of the market that would be huge for a company that is just starting out. I appreciate your feedback, thanks for reading the article.