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.

Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns: -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (1135)	10/1/2012 11:17:39 AM
From: The Ox	Read Replies (2) \| Respond to of 8239

Short term reversal alert went off for MT - Last few times this alert went off it was worth at least a $2 move north..... Use caution, especially first day of the quarter!!

To: The Ox who wrote (1135)	10/1/2012 11:38:28 AM
From: Return to Sender	Read Replies (1) \| Respond to of 8239

Great post Ox! If more people shared that kind of information we really could effectively raise our returns. Wish I could recommend it more than once. RtS

To: The Ox who wrote (1135)	10/1/2012 12:21:57 PM
From: The Ox	Read Replies (1) \| Respond to of 8239

Cypress Finally Acquires Ramtron Cypress Semiconductor Corporation ( CY) recently announced that it has finally reached an agreement to buy Ramtron International Corp. ( RMTR) for $3.10 per share in cash. The deal is expected to close by the end of the calendar year. This was Cypress’ fourth attempt in more than one year to take over its peer Ramtron International. The deal represents a premium of 71% to Ramtron’s closing price of $1.81 per share on June 11. The offer translates into a purchase price of about $109.8 million. The first public offer of $2.48 per share was made in June, which was rejected stating that it was inadequate and not in the best interest of Ramtron’s shareholders. Ramtron International is a fabless semiconductor company with about 34.0 million shares outstanding. It supplies ferroelectric random access memories and has Texas Instruments Inc. ( TXN) and Toshiba Corp. as manufacturing partners. In the second quarter of 2012, Ramtron reported revenue of $14.2 million with a net profit of $69,000. We believe the deal makes sense for Cypress for a number of reasons. First, Ramtron is a fabless company and would fit very well into Cypress’ low capex manufacturing strategy. Being a fabless company, Ramtron relies on partners for manufacturing, assembly and testing of products that offer superior technology and services at competitive prices. Second, Ramtron’s ferroelectric-RAM (F-RAM) will likely supplement Cypress’ Memory Products Division, which includes Asynchronous SRAMs, Synchronous SRAMs and nvSRAMs, and provide a longer-term roadmap for its non-volatile memory market. Ramtron’s F-RAM enables read-writes with very little delay, low power consumption, and high endurance with limited memory loss. The F-RAM is also competitive with some of the newer technologies such as Phase-change-RAM. The Memory Products Division segment generated 41% of revenue in the second quarter and was up 1.3% sequentially. The sequential increase came on the back of strong demand in the static random access memory (:SRAM) business. The impact of the deal on Cypress’ financials is unknown but it will definitely bring synergies on the sales side. Cypress is a semiconductor company offering high-performance, mixed signal, programmable solutions. In the second quarter, Cypress reported earnings of 5 cents, beating the Zacks Consensus Estimate of 3 cents. Higher touch sales, improved gross margins and tight operating expense control contributed to the upside in earnings. Cypressoperates in a highly competitive market. In the touchscreen market, the company competes with Atmel Corporation ( ATML) and Synaptics ( SYNA). Currently, Cypress has a Zacks #3 Rank, implying a short-term Hold rating.

To: The Ox who wrote (1135)	10/17/2012 11:35:31 AM
From: richardred	Read Replies (2) \| Respond to of 8239

I also notice a few analyst upgrading a few high stocks recently like VSH. I noticed RTS recently bought it. I've yet to buy it, but still interested. A transaction like today almost always triggers reassessment by analysts. This because competitive market shares will be different. also other factors associated. Like costs associated merger and how they will effect the bottom line. RE: accretive or dilutive FWIW- I still like, and own suppliers to the industry. BRKS , RTEC, & LTXC, but am currently sitting on the sidelines. RE:VSH Message 28434833

To: The Ox who wrote (1135)	10/18/2012 3:56:42 PM
From: The Ox	Respond to of 8239

I think most of the stocks that are in the linked post are worthy candidates going forward. Most are in severe down trends, so be careful. Looking out a year or 2 from here, these all look pretty damn discounted. As always, the market keeps cutting the price, so the market is right. The trend is your friend. No need to jump in front of the trains but there's also no reason not to start picking up small pieces and scaling into your favorite candidates. In particular, I think that OCLR will be one that has great potential for significant % gains. The recent earnings miss wasn't pretty but it also wasn't that lousy, imo. At least not the point where the stock is at a P/S of 0.51. Keep in mind the recent merger and that I'm of the belief that it takes 18 months or so to see the synergies, sometimes longer. ATML, BRKS, CY and COHU also look like very reasonable buys if one looks out 12 to 18 months from here. Right now I'm not a big fan of EMKR, which implies they will be the strongest stock a year from now, LOL! Again, the trend is down and there's no reason to rush into large positions. Scaling in is one option, another is to simply wait for the charts to show clear bases or reversals. Click the message replied to for tidbits or the link below for charts Message 28442973 JMO TO