flashguy

STEC Design Win at Apple: Short-lived Catalyst?

You're giving them too much credit - coming out a week after the fact and confirming a win isn't exactly actionable research. It would have been more impressive if they had actually broke the news out themselves and stayed negative. Second of all, their conclusion is the easy one - obviously in the fight INTC/Samsung vs STEC you're going to pick INTC as a winner, for no other reason than it's INTC. And finally, Lehman has been notoriously negative about this stock for months. So the "ga-ga" comment is misinformed.