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| BUY | 5.200 | Ian Ainsworth | Probably never earns its cost of capital. Highly capital intensive business. When there is an excess of DRAMs, price is driven down to marginal costs, which loses them tons of money but they have to keep reinvesting in the latest technologies. Manufacturers NAN, which is flash memory. Timing is now looking good. Could be volatile but in 6 months from now you’ll be better off owning it. | 2011-10-12 | |
| SELL | 7.100 | Stan Wong | Well below its 200-day and 50-day moving averages. Would rather see it get above those levels before buying. If you own, consider looking at others in the technology space such as Xilinx (XLNX-Q). | 2010-09-16 | |
| BUY | 7.640 | Ian Ainsworth | Fairly volatile and sensitive to DRAM and the market for memory. One of the most aggressive in technology development and is better geared to be a leader than it has been in the past. | 2010-08-04 | |
| TOP PICK | 8.610 | Peter Hodson | Market cap of $7 billion, have almost $2 billion in cash and they cash flow almost $400 million a quarter and trading at only 9X earnings. | 2010-02-04 | |
| BUY | 8.610 | Stan Wong | Likes the technology and semiconductor space. The technology here is being recycled very quickly, which is what he likes. Forward PE is only at 10X earnings. | 2010-02-04 | |
| SHORT | 2.440 | Duncan Stewart | Not time to buy semiconductor space yet. The memory sector, which this company is in, is a terrible sector. This company lost $700 million out of $1.4 billion in revenues last quarter. Balance sheet is stretched. | 2008-12-30 | |
| DON'T BUY | 2.360 | Mark Grammer | Earnings are very cyclical. A very competitive business. Trying to compete with Asian companies. | 2008-12-29 | |
| DON'T BUY | 11.380 | Gavin Graham | Serial overbuilder of capacity, consistantly fails to make it's earning targets. | 2007-05-22 | |
| DON'T BUY | 13.570 | Ian Ainsworth | The amount of capacity that’s coming in to produce products in their area is pretty substantial. Everyone’s producing Nan-Flash and the supply is driving prices down. | 2006-11-09 | |
| BUY | 15.650 | David Burrows | This is a sector you should be involved in. 18 % of his U.S. fund is involved in this sector. Feels comfortable buying. | 2006-02-27 | |
| DON'T BUY | 11.560 | David Baskin | Microchip demand is not as strong as it might be and prices are soft. Their products are no considered as commodities and they should be trading at much lower price-to-earnings levels. | 2003-12-09 | |
| BUY | 11.890 | John Sinkins, CFA | Expects that the downgrade will be a short-term one. Probably not a bad entry point. | 2003-12-08 | |
| DON'T BUY | 12.500 | Robert McWhirter | Borderline of the bottom 1/3 of the database model. Earnings are at a loss. | 2003-11-21 | |
| DON'T BUY | 12.810 | David Baskin | Chip stocks have had an interesting run over the last nine months. If owned, would take some money off the table now. Expect to see a major pullback in techs. Underlying demand has not materialized enough to justify the increases. | 2003-10-08 | |
| DON'T BUY | 11.000 | Howard Sutton | Dominant player in D-Ram space. Has cash problems. | 2003-01-07 | |
| TOP SHORT | 17.250 | Arthur Heinmaa | Losing money. Have a lot of competition. | 2002-08-29 | |
| BUY on WEAKNESS | 37.800 | Noah Blackstein, B.A., CFA | Strong company. A commodity business. When techs come back they'll do fine. Buy in high $20's. Volatile. | 2001-06-14 | |
| DON'T BUY | 46.870 | Gavin Graham | Semiconductors are a risk. Still too high a valuation. | 2001-03-26 |
