Synaptics Message Board - Msg: 21038862

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Technology Stocks : Synaptics

SYNA 69.17

-1.4%

1:46 PM EST

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From: Jim Mullens	2/11/2005 10:33:17 AM
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Sam/ Herb- Thanks for starting this board and the informative discussion. I became aware of Synaptics thru George Gilder who has SYNA on his list of recommendations, primarily for their involvement with the Foveon technology. I had until recently had only a small position in SYNA, but began increasing it primarily because it appeared to also be a “value” play, relying on the “analysts” EPS and long-term growth (27.5%) estimates. SYNA is only followed by five firms, with 1 strong buy and 4 buys. In fact, First Albany only last week initiated SYNA with a buy and now downgrades it a week later. It appears “odd” to me that all of the sudden SYNA’s exclusive Apple contracts (which according to one recent report amounted to 35% of SYNA’s revenue and 50% of their profits) come into question. This info and the associated risk of Apple seeking other suppliers had to be known by those who follow SYNA / Apple closely. Have either of you access to any of the “analyst” reports, and if so were these potential risks discussed within such reports? TIA- jim

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