Alan Harris

SiRF Technology: Multiple Growth Prospects Make It A Buy

What a load of useless verbiage - the two recently critical factors regarding this stock have been completely ignored: 1) Fidelity have just halved their holding, and 2) Broadcom have just bought Global Locate (yes, the competitor who recently won the TomTom One order replacing Sirf), and in the context of Sirf admitting they cannot compete with Qualcomm on Qualcomm's CDMA phones, it looks like soon the GSM cellphone mkt will be taken substantially way from Sirf within a year or so. By the way, this analyst's list of "competitors" is plain wrong- he doesn't know what he is talking about

Be Careful Bottom-Fishing in Motorola Shares

Everyone seems bearish on MOT, the more so now that iPhone is coming. However RIMM is the one likely to suffer most from the iPhone since it will sell well with the very same affluent prosumer clients RIMM is depending on for their ambitious growth drive with the pearl, and one does not need 2 phones. It is far more likely that the lofty p/e of RIMM will trip up investors, as the expectations from analysts leave no room for disappointment. Furthermore, RIMM's recent reported increase in "revenues" is mainly Pearl channel fill, some of which is into unlikely carriers in exotic locations, and might significantly falter mid-year should the end consumer buy alternative products. MOT is well positioned to be a long term success in the mobile space but is priced for no upside.