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?

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.