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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (103926)2/8/2008 12:07:59 PM
From: Archie MeetiesRead Replies (1) | Respond to of 306849
 
Pristine Balance Sheets, Market/technology leader (LSI), share buybacks, trough valuations and deeply oversold technicals.

CRUS makes smart chips for power meters, enabling utilities to finely measure energy useage. Big rollouts of this expected in Japan and other countries to follow suit. So sort of a sideways green play. They also are gaining share in the portable audio market.

LSI guided up for the next q as did most of its major customers. Storage remains quite hot. I forget how much cash they have on hand, but it's enough to decrease their float by a huge amount if they choose to.

TBH you could just throw a dart at the whole speciality semiconductor, semi equipment area and crush the market over the next year.



To: Lizzie Tudor who wrote (103926)4/1/2008 12:02:46 PM
From: Archie MeetiesRead Replies (1) | Respond to of 306849
 
Selling 1/2 of CRUS position, began a position in INFN and PCOP.

I think you know the story on INFN. PCOP is just another speculative biotech with cutting edge technology and support from big pharma.


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