Stony's Saturday Reader*

Will SERF be in the G Phone from GOOGLE? Found this is techy geek land on the web ...

2 Call It The 'GPS' GPhone
SiRF Technology brings GPS to theGPhone.

Global-positioning system (GPS) technology might be on the cusp for most of America's cellphone users -- Verizon has begun aggressively marketing its availability as an option -- but I'm betting it'll be de rigueur on the GPhone. That's where SiRF Technology Inc. comes in. The Android partner, based in San Jose, Calif., bills itself as a specialist in folding "location-awareness" features into mobile devices.

For our predictive GPhone assessment, the salient fact to note is that SiRF isn't a garden-variety GPS service or software provider. It's heavier duty than that: SiRF offers chips which enable GPS to be hard-wired into the handset. The integrated circuits are also small enough that they won't disturb the svelte profile of the GPhone's case. The SiRFstarIII GSD3t chip measures a scant 3.12-mm by 3.17-mm, at a height of 0.68 mm.

SiRF stresses that its SiRFstar III and SiRF Instant architectures are "power misers." However, adding a standalone integrated circuit into the GPhone to support GPS will clearly stress the already tight power-budget with which its engineers are grappling.

Accordingly, it's probably fair to expect little or no daylight between the GPhone's battery life and that of Apple's iPhone......
 
i used to play EMKR in the late 90's when fiber was hot. as to SIRF and some others,remember the former hi flying semi's from back in the day: ATML,LSI,RFMD,AXTI,VTSS. THE LIST GOES ON.they are all in the 'remember me" graveyard of 99.
i think ILMN can hit 100.
 
SYNA already did the hard part they told people to lower their expectations - their " touch " tech is so everywhere now- take an NYC cab for one- that the stock has not only held up but is ramping up for a breakout as well.

Synaptics is a company that produces OEM touchpad for the major notebook manufacturers (Acer, Dell, HP, Sony, Toshiba, Gateway, etc.). Some Lenovo laptops also include Synaptics touchpads in addition to their own TrackPoint devices. Two weeks ago, Synaptics released 2nd quarter results ABOVE analyst expectations, but the company said that it might miss analyst estimates in 3rd quarter. A Director, James Whims bought 7,500 shares last Tuesday. ~ si
 
ILMN is one of those weird stocks it always comes across the ticker up $8 or $11 dollars a real monster I don't really understand. Also it's darn close inverted symbol wise to a $3 disaster of mine LMRA.

Need not fret about great stocks past my friend, stoney is always pointing WAY in the future, that's part of my problem. Every stock in this thread will be meaningfully higher soon all I need is this darn bear phase to shake out and for everyone to forget about bad debt and get back to stocks for a while.

EMKR's fiber days were a joke they pissed away nearly $70 million is sales but like I discussed in another thread they simply bought a the fiber division of someone huge Intel- I believe- so there too we have heft now. This is a powerful story. ~ stoney
 
Quote from stonedinvestor:

Yes yes AMSC I know I know... not one of my better moments but a stock that rewarded me in the past so I am sticking with it too. ~ stoney
More...



Im just hanging out watching it --- It can sit for a year and Im happy - tech gets pounded repeatedly but it never stays down forever

and anyway I only bought 250 shares
my 500 share cisco buy is floating around at the bottom of that same tank
 
The last batch of stocks you got from the cabby turned bad for the longs, good for the shorts. I shorted a few of your picks like LNDC. Oh man. Gotta love it.
 
Quote from mgabriel01:

Im just hanging out watching it --- It can sit for a year and Im happy - tech gets pounded repeatedly but it never stays down forever

and anyway I only bought 250 shares
my 500 share cisco buy is floating around at the bottom of that same tank
More...

Hey mg I small lotted as well 300 shares looking to add but not till i smell break even. Patience will be rewarded here maybe by GE.

JR it's tough to get LNDC shares to short and so I can assume you are just a talker. I was hoping for a bit more from you, others have given up, I always give the benefit of the doubt as long as I can. You are still on my good side. The taxi cab driver you speak of makes an average of $120K a year sitting in his underwear at home. And has done so for over 20 years.

When you put more time into the game you will realize everyone is a streak hitter; some have better longer streaks than others. When a market of Russell and Smalls and Tech lose 20% top to bottom and YOU play with the stocks I do AND stay mostly invested for the long haul.... then yes purchases made on Jan 1 by me are not doing great. Who's are?

All I can hope and count on is 3X the upside of normal stockpickers in an up market and an in line fall with the rest of the market going down. When the dust settles this year, I hope to at least be up in the $90K area-- that's a big swing from down $20K-- but we have done it before and we will do it again.~stoney
 
Wow I just threw the Facebook / Nokia idea out there because it made sense it light of yahoo getting apparently swept up... then this morning I found someweird economics site paid.Content.org &managed to squirrel this out of a pay site without joining-

Nokia And Facebook Working On Mobile Deal; Could Involve Investment

By David Kaplan - Sun 20 Jan 2008 02:46 PM P

Nokia (NYSE: NOK) and Facebook are working on porting the social network on to Nokia handsets in a major way, we have learned. The Facebook placement could be as prominent as the YouTube button on the main screen of iPhone, our sources indicate. Also, the deal involves giving Facebook a major slot within Nokia retail products’ displays.

But another factor elevates this beyond just-another-social-net-on-a-phone deal: Our sources have indicated that the discussions have involved Nokia purchasing a stake in the company, but these are in very early stages. This makes sense in light of Facebook’s recent strategic funding by Sawmer Brothers, in an effort to expand in Europe. The Nokia-Facebook deal would give the social network instant big-time mobile distribution: Nokia is the world’s largest maker of mobile phones. More after the jump…

A senior Nokia executive, speaking on background, declined to go into details about the pact with Facebook: “There is talk of a partnership in the works… it’s safe to say we’re testing the waters and things still have to be worked out.” E-mails and phone calls seeking comment on the deal from Nokia and Facebook representatives were not returned.

Nokia has of late been working on a slew of services for the mobile, including its mobile web service Ovi, its mobile social network Mosh (which hasn’t really rocked the world since its launch last year), and its recent spate of acquisitions in the larger media applications space. In October last year, it bought digital mapping provider Navteq for $8.1 billion to eventually offer customers location-based services. Also in October, it announced a deal to provide a year’s free access to Universal’s music catalog on some Nokia phones. And it bought three other smaller companies last year: Avvenu (file sharing on mobiles and between mobile-PC); Twango (media sharing service for about $100 million); and Enpocket (mobile advertising and marketing services).

Would be interesting to see how Nokia’s own social media efforts pan out versus this deal it is working on with Facebook…

>>> Very very interesting... Now I got to figure out WTF Facebook is! ~ stoney
 
Why would anyone be shorting Cree?

I keep hearing about the massive short position but why? As of December, the short interest in Cree, Inc. (CREE) was 24 million shares – almost 33% of the free float. A quick analysis of the return potential from such a bet made at seekingalpha raises serious questions about the thought process of anyone holding or advocating the position. Let’s assume that an investor hoping to profit from shorting CREE went to the prime broker to borrow shares to short. And assuming he could find shares to borrow (quite a stretch), he would have to pay the prime broker about 35% annualized to borrow the shares on cash terms calculated daily (i.e. pay as you go).

With the stock now at $30 following a strong December quarter, if you had a price target of $20 (one of the most vocal bears on the street, Jed Dorsheimer at Canaccord Adams, has a price target of $19, ) for Cree and were shorting it to achieve this target towards the end of this year, your expected return from this investment would be approximately ZERO (borrowing costs of $30x35%=$10.5 vs a stock price decline of $10). They don't teach you that at investing.com!

The point is, even if you were able to anticipate the fundamentals and call the decline accurately, you would be taking an extraordinary amount of risk in shorting the shares for what looks like almost no return potential.

Now add to that the fact that Cree’s largest competitor, Phillip’s Lumileds division, has recently experienced a manufacturing problem which will significantly reduce their capacity until the second quarter of 2008, at the earliest. Phillips’ recent problems with their HB power chips provide CREE with an opportunity to steal some market share over the next few QTRS.

In addition to having almost no upside from shorting the stock, there is significant downside. There is the continuing risk that GE will make a bid for CREE at a much higher level to induce Cree shareholders to tender their shares. GE is completely behind the curve on LEDs and looks like it is about to miss an enormous opportunity. Even if they spent absurd sums pursuing R&D to try and close the gap, they could never catch up with industry leaders. Their only chance if they intend to have any presence in the future of lighting, which is clearly LEDs, is to buy CREE. This potential deal has been talked about for a long, long time.....
 
SYNA update*

With so many darn stocks starting with the letter s in my portfolios I may have confused the response of lowering 3rd qtr guidance for SYNA with someone else.

In fact they got crushed when they announced that and then have been going up ever since. I missed the crushed part. So put SYNA in with SIRF and any others that have been badly treated by the market.

I wanted to clear that up because I have formulated a portfolio mixing relative strength/ out preform stories with the misjudged and overly punished. Place the touch folks in that lower group. and while we are at it lets add AKAMI.

My mom's favorite stock God bless her I begged her to get out with a 40% gain.... alas here we are down 45% in 12 months. Barrons ran a piece pointing out that as usual they blew out the qtr as the economy slows down more businesses morph to the net... more downloads in music and film... more competition yes, but not warranting such a markdown.

Back to SYNA for a moment-

The firm predicted it would miss analyst forecasts for its upcoming third quarter. This scared investors, and caused firm shares to lose nearly a quarter of their value. Investor sentiment was negative despite the fact that just one day before the computer component maker announced its second quarter profits beat estimates.

Synaptics shares lost 23.4%, or $7.36, to $24.07 at the close on Friday. The stock has traded in a 52-week range of $22.75 to $61.72. The firm develops human interface solutions for mobile computing, communications, and entertainment devices.

Stupid me assumed a 3 for 2 split went down no such luck. Anyway from $24 which would of been a great puke day to buy if I wasn't so scared all the time it has marched back up to $29. Backing and filling along the way, in the midst of this happy staircase is where I found it. Make of it what you will but don't use it as a foundation for any portfolio, keep CREE but we need to find another base and quick.... ~ stoney

Excluding share-based compensation, Synaptics said it earned $17 million, or 60 cents per share.

Analysts polled by Thomson Financial predicted earnings of 58 cents per share. Analyst forecasts typically exclude one-time items.

Sales rose to $98.7 million, up from $76.1 million, below analysts’ forecasts of $99.4 million.

Given the 34% decline in its backlog at the end of the second quarter, Synaptics expects its sales outlook for the third quarter to be in the range of $76 million to $82 million. Analysts project third-quarter revenue of $86.8 million and earnings of 47 cents per share.

"It is clear that issues concerning the economy are impacting the general business outlook and the behavior of our customers," said Chief Financial Officer Russ Knittel. “Despite uncertainty in the market, Synaptics is on track to exceed the 25-30% revenue growth outlook for fiscal 2008 that we provided entering the fiscal year, along with record profitability.”
 
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