Electronics

Why Are We Buying Silicon Motion Technology?

We feel that SIMO carries a competitive advantage in the controller market, and has the potential to explode when old disk manufacturers switch to solid state drives. The company's fundamentals are excellent, profit margins are strong, as is cash flow, and Silicon Motion carries little to no debt. We feel this presents a unique buying opportunity... read more »

SiRF Technology Holdings (SIRF) is a semiconductor supplier of Global Positioning System, based location technology solutions designed to provide location awareness capabilities in mobile consumer and commercial systems.  SiRF Technology Holdings was way oversold as it missed earnings expectations with less-than-expected sales at Garmin and Mio... read more »

Why Are We Buying AMD?

Advanced Micro Devices (AMD) is a global semiconductor company with facilities around the world. It provides processing solutions for the computing, graphics and consumer electronics markets.  Vendors (IBM, Dell, Apple, etc.) do not want to see competitor Intel in a monopolizing position, and Intel will not be able to sustain the price wars.  At the same time, AMD carries a large debt load and has reported four consecutive quarterly losses... read more »