flashguy

Four Worthwhile Semiconductor Stocks

Thanks Bachpa for sharing your analysis. I tend to approach semi stocks from a similar angle, focusing on gross margins as an indicator of where a company is in its life cycle (keeping in mind that they will vary based on whether they license IP, or make analog, memory or logic products).

However, why do you prefer to focus on price to sales ratios for valuation purposes, as opposed to an EBITDA or EPS based method?

Atmel: Merger Arbitrage Opportunity Par Excellence

of course they declined. this was a horrible arbitrage. see earlier comments above. this author needs to get on here and explain where he stands now.

Atmel: Merger Arbitrage Opportunity Par Excellence

This is a horrible write-up if I've ever seen one. To say that ATML would never pay banking fees unless it was going to accept the offer it's ridiculous and naive. The board is OBLIGATED to hire someone in order to protect itself in case of litigation -- it's their fiduciary duty to have a legal basis for rejecting the offer and that includes getting a fairness opinion from bankers.

look, if this is the depth of the analysis required to determine the likelihood of a deal, the stock would be trading with zero spread. You can't possibly believe that you have an edge with this kind of analysis. You're in for a very bad surprise this week... people were saying the exact same thing about SNDK. look at it now.

Sanmina Up Again, Despite Down Market

"With a puny Price/Sales ratio of 0.12 and PEG ratio of 0.65, the company is sporting numbers like a value stock, not a tech stock."

You don't know what you're talking about. This is a low margin contract manufacturing business. Low margin = punny P/S ratio. And its valuation should have absolutely nothing to do with that of a tech stock: SANM spends 0.3% of its revenues on R&D.

This is standard chart monkey analysis. There's no depth to this.

No love.

STEC Design Win at Apple: Short-lived Catalyst?

And also, what the Avian analyst is completely missing is that INTC's drive is coming out in a SATA interface, which is incompatible with AAPL's laptop. It's not before early 09 that the INTC drives can replace STEC. Is taht what he means by short lived?

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.