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 : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (74818)	1/7/2008 3:48:56 AM
From: Sr K	Read Replies (1) \| Respond to of 77397

Is it the lower margins? 10/31/07 10-Q, page 35: Gross Profit Our gross margin in the three months ended October 31, 2007 was 25.2%, down from 33.1% for the three months ended October 31, 2006. The principal contributor to the year-over-year decline in gross margin was the decline in our average selling prices, partially offset by reductions in our production costs. During the three months ended October 31, 2007, the average selling prices of our products decreased, in large part due to an increase in the proportion of sales represented by lower margin VGA image sensors as compared to the three months ended October 31, 2006.

To: Elroy who wrote (74818)	1/7/2008 9:53:58 AM
From: microhoogle!	Read Replies (1) \| Respond to of 77397

OVTI downgraded by Needham. Dunno why.. yet.

To: Elroy who wrote (74818)	1/7/2008 10:15:48 AM
From: RetiredNow	Respond to of 77397

Very interesting.

To: Elroy who wrote (74818)	1/7/2008 10:50:01 AM
From: Eric	Read Replies (1) \| Respond to of 77397

OT They are a bit player in a big market. Lots of much bigger players. Wouldn't touch them.

To: Elroy who wrote (74818)	1/7/2008 12:04:20 PM
From: John Koligman	Read Replies (2) \| Respond to of 77397

Elroy, I've been watching SNDK, it's somewhat similar except it is a leader in flash and flash products, has lots of IP that major vendors pay for, meets or exceeds it's quarterly numbers, has a decent balance sheet, and guess what, the stock has gone from 60 to 30 in a few short months. Admittedly, flash prices recently have cratered, but this one has really been taken to the woodshed and sells for a low PE. Mr. Market for you! Regards, John