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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?


To: snookcity who wrote (10837)1/4/2011 3:30:01 PM
From: Taro  Read Replies (1) | Respond to of 20435
 
ATHR is a well run, albeit niche, company.
Should have added CAVM in lieu of IDTI too.
While IDTI is stable - with upside in the future - 'cause they buy back all the time, nobody wins or even moves to the top on that.
GSIT should be fine with their prime DRAM (Micron sole other vendor) announcement up in early Q1.

/SW