TheTruth

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Mon Feb 25th 14:52 PM | Rating: 0 0
Commented on:
High Tide for SiRF Technology

Alan, anymore 'double talk' for us????
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Sun Feb 24th 18:25 PM | Rating: 0 0
Commented on:
High Tide for SiRF Technology

Comparing Y-t-Y is not a fair analysis given the Centrality acquisition (you fail to highlight that sales also increased 33% Y-t-Y). You are comparing apples & oranges. A more accurate analysis would include comparing 3Q to 4Q.

Also, the net of inventory and a/r was higher in 3Q yet the stock was in the high $20's even with this news public. Now its 3M lower and the stock is $6. Conclusion, inventory & a/r levels are NOT the of major concern. My guess would be the lack of forward visability.

In regards to waiting for $10, I believe this is a much more reasonable conclusion. However, SIRF meeting the fate of ESST is just false.

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Sun Feb 24th 13:27 PM | Rating: 0 0
Commented on:
High Tide for SiRF Technology

Alan, you are clueless...The net of receivables/ar actually declined $3M between Q3 & Q4....And this statement is a classic "First, I would want to see the stock make it through the IPO price"....That is $15 Alan...So I should miss out on $9 of upside BEFORE I buy...Catch a clue
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