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To: Johnny Canuck who wrote (40572)1/7/2004 9:09:34 AM
From: Logain Ablar  Respond to of 69282
 
Harry:

The key was winning the Federal appeal last January. People focus on Hynix, Micron, Samsung and Infineon (which is large $$) but the patents also encompas video memory (nvida, etc) and I'm sure other tawain manufacturers.

From memory the stock went over $600 (now $150 split adjusted). I feel $70 is a reasonable target from a revenue / income perspective. I haven't worked out a sale target on this as I plan on holding my few shares (much fewer than last March unfortunately) thru the summer.



To: Johnny Canuck who wrote (40572)1/7/2004 9:46:32 AM
From: Johnny Canuck  Respond to of 69282
 
08:16 PXLW Pixelworks raises Q4 outlook (11.95 )

Now sees EPS of approximately $0.09, up from previous company guidance of $0.06-0.07, Reuters consensus is $0.06. PXLW now sees revenues of approx $40.5 mln, up from previous company guidance of $37-38.5 mln, Reuters consensus is $36.9 mln.

08:14 DIOD Diodes Inc raises Q4 outlook (20.75 )

Sees EPS up approx 20% from $0.18 reported in Q3, equates to $0.22 per share, First Call consensus is $0.18, revenues up 10% from $34.9 mln reported in Q3, or $38.4 mln, First Call consensus is $35.1 mln (single analyst).