Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Timetobuy who wrote (638)	11/25/2001 10:28:17 PM
From: FR1	Read Replies (3) \| Respond to of 25522

I feel pretty much the same way you do. I would really like to get a better handle on GNSS. I seriously doubt they have a gorilla presence like QCOM has with patents on CDMA. Perhaps it is more a first mover advantage like NVDA but that is just a guess. I want to find out what kind of threat the big guys like Sony are with their in house solutions. When we see entry level pc's with high speed dvd rewriters bundled with color laser printers/scanners and flat screen monitors... We already have that at the mid level. Sony has a unit with built in DVD-RW in the $2K range. Gateway and others are pushing the 15" flat screens by offering them as a $230 upgrade on $699 entry level system. Apple is pushing them really hard (http://www.apple.com/displays/). I bet we are ~6 months away from what you are thinking. The third party guys will drive the external DVD-RW from $500 down to $200 pretty fast. Flat screen depends on how much competition there is. I need to learn more about the market. ******************************** Here is a new topic for you: There is no scientific reason supermarkets can not replace check out people with robots. The move is underway. What do you think about scanner OEMs like OPMR? Currently used in some large stores like Kroger. They had recent earnings of $0.28/share Here are some stats: Market Capitalization $380.4M Shares Outstanding 15.5M Float 10.5M Price/Book (mrq) 2.81 Price/Earnings N/A Price/Sales (ttm) 3.69 Sales (ttm) $97.0M EBITDA (ttm) $17.0M Debt/Equity (mrq) 0 Total Cash (mrq) $88.1M Short Interest As of 8-Oct-2001 Shares Short 4.05M Percent of Float 38.6% Shares Short (Prior Month)2.13M Downside: Expensive - takes 9 months to pay off one $20K unit. Upside:** It doesn't take holidays, get sick, sue you, etc, etc. All the attributes of a computer.