Hi S. et al
Nothing really new to say except that the intc connection
has officially been upgraded from a theory to a real possibility.
***from Israeli Investor 12/21/1999 (thanks S!!)
'Also, during the breakout session he mentioned in passing, like it wasn't a big deal, that maybe Intel might be licensing a DSPG core (my guess probably palm) for xdsl/broadband! '
re: Cisco
'First, the VoIP chips that DSPG now sells (into the client) are primarily going to Cisco. Could have missed it, I suppose, but "Cisco" was news to me. '
re: licensing
'Probably most importantly, Igal Kohavi, DSPG's chairman, mentioned that "maybe they would do something with licensing" to enhance shareholder value along the lines of a spinoff. Igal said, in fact, that the company is already structured to do something like this as the licensing side of DSPG is running separately now. '
*******************************************
Tom, I know how it feels to have your 'proven' indicator not
work for you. I'm personally very sensitive to increasing
inventories (DSO) -- was burned big time with this once, and
since, I've missed or got out of several things because of it.
For me, if the insiders sell on a regular basis I don't take
it too seriously.., there can be so many easy explanations.
I think insider buying is a more meaningfull signal.
Oh, and now that we're back above 90, yeah..buy at 88. hee hee
seriously, I think this is a pretty safe bet for at least a
year. This is currently ~30% of my portfolio, and I'll probably
work that down closer to 20% +/- what news we might get.
But then there's Magnum.., though my feeling is that they
won't do anything to tank the stock.
cheers
-Kevin
pps. re: insider selling. fvcx, another stock I own, is
sold regularly by its CEO and I believe has added considerable
downward pressure to the stock. I personally think it is
meaningless -- just a rich guy with a life style to maintain. |
