STOCKCHASE

(A Top Pick July 8/10. Up 37%.) Sold his holdings in October for a 30% gain.

2011-07-08

PAST TOP PICK

32.910

(Top Pick Jul 8/10, Up 38.70%) Sold in October and made 40%.

2011-06-09

TOP PICK

24.220

$34.17 is his model price. A 41% positive differential. Have a lot of cash and great fundamentals.

2010-07-08

BUY

24.150

Stan Wong

Looks interesting in the technology space.

2009-07-30

BUY on WEAKNESS

24.010

Mark Grammer

Often considered a proxy for the semiconductor space. The semiconductor market has been consolidating. There have been dramatic improvements in pricing. Expect demand for semiconductors will continue to grow over the next 6 to 12 months. Probably overbought and there will be a point in the next several months to get it at a better price.

2009-07-27

HOLD

21.330

(Market Call Minute.) Not crazy about this one. A Hold at best.

2009-06-18

BUY

30.130

(Market Call Minute.) His model price is $33.02, a 12% positive differential.

2008-04-03

Comment

31.160

A home run hitter in technology. When they get a good chipset or good solution, the stock tends to take off. If they strike out a couple of times, it sags quite badly. Right now, there is a general compression of PE multiples for the technology group. A solid company, but you have to live with volatility.

2008-02-04

BUY

35.220

Alan Kral , CFA, CIC

Very well positioned. Would stay with this company because of its access to Digital Light Processing (DLP) and the mobile phone business. Could easily go into the high $30's if the market settles down.

2007-09-10

BUY

30.070

Bill Carrigan

The group is kind of in the cyclical side and it is lagging. Doesn’t expect it to be affected much by a bear in the market. Had a higher low.

2006-12-06

BUY

33.220

Paul Harris, CFA

Large cap company, is fairly cheap. High end, well run company. Prefect time to get in, if looking for a long term investment.

2006-09-26

DON'T BUY

32.300

Peter Hofstra

Fairly diversified company. One concern is that they have benefited tremendously over the last few years from the wireless industry. 10% of their semiconductor manufacturing has gone to Nokia (NOK-N). Have had to outsource their business so don't make as much money as if they did it themselves. Ownable but would like it a little bit lower.

2006-08-29

BUY

31.050

Howard Sutton

Likes this company as a long-term holding. Not a bad time to take a position. A great company.

2006-02-09

PAST TOP PICK

21.380

(A Top Pick July 13/04. Down 2%.) Still likes. Still suffering from inventories in the semi-conductor supply chain. Well positioned in some of their products. Likes their DLP technology in television and they are the only supplier of DLP chips.

2005-01-20

WEAK BUY

23.970

Brad Willock

Has had a good move. Widely diversed in the types of chips they sell. Valuation isn't too bad. Would put more money into industrial types of companies rather than technology. Keep it on a short leash.

2004-11-10

DON'T BUY

22.310

David Chapman

Forming a base, but bases tend to take a long time to form. May recently have had a slight breakout.

2004-10-22

BUY

21.940

Looks very interesting at this price.

2004-09-10

BUY

18.830

Have a lot of unique devices that sell at higher margins. Probably a good buy at this point.

2004-09-09

BUY

20.340

Norman Levine

It is a great company. However, it has been doing poorly, and it will continue this down trend because semi-conductor is too high.

2004-08-27

TOP PICK

19.850

Reza Samahin

A clear leader. Stock has been under pressure because of the wireless side. Inventories are high. Trading at a low multiple now.

2004-08-19

DON'T BUY

18.440

Brad Willock

Trading at around 18 X next year's earnings. Has an excellent set of products but their main exposure is cell phones and their biggest customer is Nokia.

2004-08-13

BUY

18.540

Steve Gold

Off about 42% this year. Longer term, money will flow back into technology and this company will be at the front of the line.

2004-08-11

DON'T BUY

21.140

David Chapman

There is a downtrend in place along with a bear channel. There's no indication that it is making a bottom.

2004-07-16

TOP PICK

22.420

(Past top pick Mar 26/04. Down 22%.) Still likes it. No reason for it to have sold off. Diversified across a number of industries.

2004-07-13

DON'T BUY

22.610

There are a number of downgrades in the semiconductor industry based on soft orders. The whole sector is facing soggy demand right now.

2004-07-07

BUY on WEAKNESS

24.110

Paul O'Neil

Very well-positioned in the hand set market. We'll have a 20% hit on earnings once they expense their options. Based on this, their valuation is not as attractive as Intel's. Would be interested at $1/2 lower.

2004-06-24

WEAK BUY

24.110

Reza Samahin

Well-positioned in both HDTV and RFID but these areas are relatively small. To get a pure play, would look at others. Likes it for the long term. Short term, there is some concern on the wireless side.

2004-06-24

DON'T BUY

26.110

Norman Levine

Trades almost identically with the semiconductor index. The multiple on these stocks is out of whack with the earnings growth. Expects further weakness.

2004-05-28

BUY

24.940

Paul Harris, CFA

One of the best chip companies around. Has great technology. In the right area. There was a huge run-up in the semiconductor area and there is now a pullback. A good stock for a long-term hold.

2004-05-21

BUY

25.420

Reza Samahin

Very well-positioned in a lot of the growth areas. Have dropped quite a bit because of the fears that Nokia their orders. Good price.

2004-05-07

TOP PICK

27.350

Semiconductors are in a bull cycle. Estimates are being revised upwards for capital spending in telecoms, PC sales, handset sales and digital TV. This company should benefit from this.

2004-04-20

TOP PICK

30.410

Ed Brown

2004-04-02

TOP PICK

28.590