STOCKCHASE

Hap (Robert) Sneddon FCSI

Communication semiconductors. Likes the technology space. Looks interesting. You want the cash flow and predictability.

2009-02-19

Comment

12.510

Brett Hryb

Great technologic company. Focus is storage. Two areas companies are reluctant to pull back on are security and storage. They always have a need for both of these products. Good exposure to VM Ware, a virtualization software suite. In a space that will continue to grow.

2009-02-09

SELL

15.540

Duncan Stewart

(Market Call Minute.) Love them as a company but unfortunately they own too many shares of VMware (VM-N), which is going to get crushed in the back half of this year.

2008-04-25

TOP PICK

18.450

Ron Meisels

Information technology stock. This is the one that gives the largest base. It had a big breakout and is now sitting dead on the 200 day moving average. Does not have a stoploss on this stock. Doesn't see it going below $15.

2007-11-23

BUY

21.810

The on-balance volume, relative strength and moving averages all paint a very positive picture. MACD has turned up recently. Relative strength is around 65 or 70, which says that it has not been too overbought.

2007-10-09

BUY

19.050

Brendan Caldwell

Data storage. A technology infrastructure play. Feels it can have a considerable run from where it is.

2007-07-24

BUY

15.570

Pat Naccarato

The leader in storage, which is one of the fastest-growing areas in technology. Stock has been moving up nicely. Should continue to do well going forward.

2007-04-26

WEAK BUY

13.530

Storage space is a great sector. He owns Dell (DELL-Q), which is in partnership with EMC. This is probably a decent buy, but not a screaming one.

2007-03-22

DON'T BUY

9.800

John O'Connell, CFA

Technology sector has had big bounce and he doesn't own any right now. Hedge funds have become involved. This one is a dominant player in the storage business. Trades at around 22 X earnings. Very competitive marketplace.

2007-01-25

WEAK BUY

13.410

Outlook is respectable. Probably getting close to fair value. Decent entry point for a long-term Hold. Big partner with Dell (DELL-Q) and as long as Dell continues to expand it should continue to do well.

2006-12-06

DON'T BUY

10.090

As a rule, he doesn't buy stocks that are falling in price. A lot of the technology stocks are getting cheaper, but may not be cheap enough.

2006-07-12

BUY on WEAKNESS

10.410

Had to go through a big transition post-bubble so they partnered with Dell (DELL-Q) who distributes a lot of their storage devices. Likes it below $10. Storage market will continue to grow.

2006-07-10

DON'T BUY

12.020

Likes management, the business and their market. Has not found it that compelling from a valuation point of view. Would be very interested below $10.

2006-06-15

HOLD

12.400

A solid company in storage and has great opportunity. A good environment.

2006-05-24

PAST TOP PICK

12.730

(A Top Pick Feb 27/06. No change.) Still likes.

2006-05-10

TOP PICK

13.700

He sees his portfolios morphing more into the technology world. He has a model price of $18.90 that is a positive differential of 38%.

2006-04-27

HOLD

13.400

In the data storage business. Likes this as a long-term hold. Likes the core business on a macro level. Has a lot of competition. Reasonably valued and continues to grow.

2006-02-09

TOP PICK

13.350

His model price is $17.76. That is a 32% positive differential.

2006-02-07

BUY

14.570

Of the technology companies in the US, one of the shining lights right now is the memory/data storage business.

2005-07-13

HOLD

13.160

Ian Ainsworth

Going through a transition moving away from making large hardware platforms in storage to becoming more of a software company. Has done a good job of acquisitions for this. They still have underlying competition in storage which can result in loss of market share occasionally. Good company.

2005-01-20

DON'T BUY

13.900

Model price is around $14. Fully priced.

2005-01-18

SELL

13.830

Storage has been a good space in technology, but not necessarily a good place to invest. Although it recovered very nicely from the tech bear, they are tailing off again. Will be difficult for them to keep up its growth rate.

2005-01-12

BUY

12.570

Very volatile. Likes. Fundamentals are quite good. Demand for storage is good. Likes their partnership with Dell.

2004-11-10

HOLD

10.600

Reza Samahin

Clearly the leader in high-end storage. Fairly priced at this point. A good long-term hold.

2004-08-19

BUY

11.130

Bob Stodgell

Recently made a good acquisition. This sector is very important. May be a little rich, but if you are comfortable in the valuations of techs generally, you'll probably do alright.

2004-05-13

BUY

11.270

Ian Nakamoto

An excellent company. As NASDAQ turns around, this company will be swept up.

2004-05-07

DON'T BUY

12.440

Moving out of storage and into information guidance and have met with fairly reasonable success. Stock has had a fairly big move. Has moved too far, too fast.

2004-04-22

BUY

12.770

Using Dell to distribute their storage product Clarion and that has been a success. Transforming into software.

2004-03-19

DON'T BUY

14.270

Matt Barasch

Not cheap. Would like to see something fundamentally before getting interested at these levels.

2004-02-19

WEAK BUY

14.010

The leading company in storage. Recently bought. They have Dell as a partner. The stock is not cheap

2004-02-10

BUY

15.160

Bob Stodgell

The long-term trends are good for companies such as this. Short-term there will be quite a bit of volatility.

2004-01-15

DON'T BUY

13.910

Trying to get into the software side where the margins are larger. Fully valued.

2004-01-06

BUY on WEAKNESS

13.610

Very expensive. Buy on a pullback.

2003-09-08

DON'T BUY

10.930

Ross Healy

Analysts see a fair market value of $7. Running on hope and fumes.

2003-07-10

DON'T BUY

10.440

John Zechner

Storage sector looks OK, but not high on business's priorities. Losing market share.

2003-06-11

DON'T BUY

9.090

A world class company. Has a phenomenal balance sheet.Has $2.50 per share in cash. In a transition stage now. Gross margins will be less.

2003-04-30

DON'T BUY

9.040

Fully valued and may be too expensive. Has a good partnership.

2003-04-22

BUY

7.700

Storage technology has improved. Volatile.

2003-01-13

WEAK BUY

6.000

Will be choppy in the short term. Long term likes the company.

2002-12-18

DON'T BUY

5.050

Reasonable price, but will have issues for the next year.

2002-10-24

DON'T BUY

5.710

Companies are not spending on storage.

2002-09-24

DON'T BUY

7.020

Still in transition. Wait and see.

2002-08-29

DON'T BUY

6.830

2002-07-26

BUY

7.670

Has been hurt by competition on the storage side, so is moving successfully into the software side.

2002-07-09

HOLD

6.810

Brendan Caldwell

Will survive.

2002-07-02

DON'T BUY

6.500

Solid balance sheet. No debt. FMV = $3.50.

2002-06-25

DON'T BUY

7.660

Economically sensitive so customers are not buying.

2002-05-27

DON'T BUY

7.970

Ross Healy

Has a long way to drop yet.

2002-05-23

DON'T BUY

7.700

David Baskin

A lot of competition. No visibility of profits.

2002-05-06

WEAK BUY

9.510

John Zechner

Valuation is high. One of the key growth areas in software.

2002-04-24

DON'T BUY

10.790

Good company, but has some big competition.

2002-04-19

BUY

11.710

Storage is looking better. A good time to start picking it up.

2002-04-04

DON'T BUY

11.710

Prospects are not great and it is expensive.

2002-04-04

DON'T BUY

11.420

Robert McWhirter

Still a struggle. Low rankings. Too expensive.

2002-03-01

DON'T BUY

11.350

Ian Nakamoto

Very good company, but valuation is too high.

2002-02-27

DON'T BUY

13.200

Robert McWhirter

Has a lot of competition, so margins are under pressure.

2002-02-20

BUY

14.490

Likes this sector. Should do well over the next couple of years.

2002-02-13

DON'T BUY

15.040

Competition eating into their market. Slow growth.

2002-02-11

BUY

14.560

Storage is a growing sector. Very compatitive. Refocusing on the software side. @ $12/13.

2002-01-23

BUY

14.630

John Zechner

Likes the storage sector.

2002-01-22

DON'T BUY

17.370

Data storage is good, but there's now too much competition. Too expensive.

2002-01-09

BUY on WEAKNESS

16.600

Neil Murdock

Likes the storage sector, but a difficult sector now. Too much competition.

2002-01-07

DON'T BUY

13.760

A lot of competition has created lower margins.

2001-12-20

DON'T BUY

16.300

Competition is undercutting them.

2001-12-12

DON'T BUY

17.170

Overvalued. Too much competition.

2001-12-07

DON'T BUY

15.900

A good growth sector. Has too many competitors.

2001-11-23

BUY

16.330

Has broken through indicating its back.

2001-11-16

DON'T BUY

14.500

Wait for the techs to recover.

2001-11-05

DON'T BUY

12.010

Neil Murdock

Storage area is a great growth business over the long term. This is presently the leader in this sector, but prefers some others that are cheaper.

2001-10-30

DON'T BUY

11.510

Steven Wippersteg

Last quarter was a disappointment. Needs a turnaround in earnings.

2001-10-19

BUY

11.510

At a good price and storage will grow.

2001-10-19

BUY

13.100

Likes the company. Some competition in the storage sector. Expects it to grow over the next 12 months.

2001-10-15

BUY

12.260

John McColl

Industry leader in storage, but there has been an increase in competitive alternatives. At a good price.

2001-10-10

DON'T BUY

12.750

Mark Jackson, CFA

Storage space is good, but having big difficulties on their end markets.

2001-10-09

DON'T BUY

11.890

Gordon Higgins, CA, MBA

May have already seen its growth re World Trade Center disaster. Expensive.

2001-09-27

DON'T BUY

12.850

Likes storage business, but prefers Veritas or Q Logic. In a transition from hardware to software model. Increased competition.

2001-09-24

BUY

15.460

David Baskin

Not a bad entry point. Good company. Has real assets.

2001-08-31

DON'T BUY

16.280

Data storage will have to wait for tech recovery. Good company.

2001-08-29

WAIT

15.500

Likes data storage and will be a growing market. Could drop to the $10/12 level when you should buy.

2001-08-22

DON'T BUY

16.980

Neil Murdock

Likes the data storage sector. Good price, but prefers Veritas.

2001-08-14

DON'T BUY

17.270

Steven Wippersteg

Excellent company, but results will continue to be weak.

2001-08-10

DON'T BUY

20.480

Robert McWhirter

Market leader, but has competition. At $20 level, has PE X 66. Earnings will shrink. Too risky.

2001-08-03

DON'T BUY

20.010

Could drop another 50%.

2001-07-27

DON'T BUY

20.010

Joe Connolly

Have to wait for turnaround. Has competition.

2001-07-27

BUY

18.090

Data storage will be the first recovery in techs. No debt.

2001-07-20

DON'T BUY

18.050

Mark Jackson, CFA

Long term will be good, but short term will be weak.

2001-07-18

BUY

21.600

Will pick up. Probably near a bottom. Good long term.

2001-07-06

PAST TOP PICK

30.030

(Was a top pick on Dec 14/00 down 53%) Tremendous growth in the sector and this company has the advantage due to proprietary software.

2001-07-05

BUY

29.250

The leader in data storage.

2001-06-29

DON'T BUY

28.200

Michelle Calpin

In a great growth sector. Highly priced. Competition.

2001-06-27

DON'T BUY

28.350

Ross Healy

At full value now. Could drop 30/35% more.

2001-06-25

BUY on WEAKNESS

26.410

Getting down to a good price. Good sector. Would buy in $20/25 range.

2001-06-22

BUY

27.600

John McColl

Number one in internet storage. At a low. Good long term.

2001-06-18

DON'T BUY

30.300

Bob Stodgell

Sector has great growth potential, but techs have to settle down.

2001-06-13

PAST TOP PICK

33.800

(Was a top pick on Feb 22/01 down 31%) Still a good company. A good entry point.

2001-06-06

DON'T BUY

31.650

Noah Blackstein, B.A., CFA

Still too high. Good company. Will be good over the next 5/10 years.

2001-06-04

TOP PICK

37.100

Good long term, but wait to see what competition does. Prefers Veritec.

2001-05-28

PAST TOP PICK

39.600

(Was a top pick on Dec 14 down 44%) Had bough at $25 because with $1 earnings and 25% growth it was fair market value.

2001-04-30

WEAK BUY

37.290