CJ,
The silence is deafening! Volume has dryed up to almost nothing.
Generally speaking, I hate tech stocks that don't pump good daily volume. ACTL has been my exception. I only have 700 shares, so I don't mind giving it some time.
I am more hopeful by the day that ACTL won't warn as earnings approach (1/29 ?). As far as the sector grows, general reports of "semi-sector" growth are so vanilla that they are pretty meaningless.
For any value you really have to break out the sector with-in. DRAM's, SRAMS, FLASH, CPU, ANALOG, ASIC and of course EPLD / FPGA's. FPGA's are definitely one of the fastest growth components within the semiconductor industry (30% or so) and I see no reason why this trend will not continue.
As for the mil-spec, High reliability alliance with Japan, its unclear what the revenue impact will be to ACTL. I'd much rather see large commercial activity with customers that produce volume (Networkers!!!)
I'm sure the unit cost of a mil-spec, rad hard FPGA for a military customer is big bucks, but really, how many Mars Rovers do you think they made...............1 proto, and 1 production model!
At any rate, I'm looking forward to earnings and conference call (if one exists). It would be nice to get some direction from management occasionally. Another semi I like is LSI @ around $21. However, my largest holding is by far ASND , and I'm looking to add some more CPQ and CS on tues.
Have a great weekend,
Larry |
