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its a wild stock, buy it on a dip and you will make money
they seem to own a nice niche in the hot cell area everyone but Nokia is using their chip...and Nokia stinks..so maybe Nokia will come on board also
tobin says....
Now I think we have our next doubler. California Micro Devices
(CAMD) is literally the right stock in the right space at the
right price for at least the next year or two.
In CAMD we get big, direct plays on both monster ChangeWaves. And
with Nokia now behind the eight ball on broadband cell phones and
phones with the camera and movie functionality, California Micro
Devices is sitting in the catbird seat.
They sell to ALL of Nokia’s rivals, and I bet we will see Nokia
come to CAMD soon for their expertise.
Ditto for the LCD high-def TV market. If you build a high-def TV
today, you are going to use a DVI/HDMI interface from Silicon
Image. But you will also have to buy analog devices from CAMD,
too.
This makes California Micro Devices a true double-dip player on
the biggest consumer electronic ChangeWaves in the world.
A TIGHTER FOCUS
Sound exciting? Sure does. So what does CAMD do better than their
competitors?
A recently as a few years ago, not much. But after a turnaround,
CAMD now has a tight focus on analog semiconductors that save gobs
of power in portables, eliminate electrostatic interference in
digital signals and filter out radio frequency interference.
In the simplest terms, all this new broadband functionality built
into new cell phones and the digital signals coming into
flat-panel TVs DO NOT WORK unless the noise and electrostatic
interference inherent in these devices is eliminated. This is what
CAMD does better than anyone else on the planet.
California Micro Devices is the acknowledged industry leading
supplier of Thin Film Integrated Passive Devices and complimentary
semiconductor solutions. Their specialty and most of their
intellectual property is in Application Specific Integrated
Passive (ASIP) networks and related analog semiconductors.
What they do is provide a tiny, highly integrated solution to
mobile phone and LCD makers that deliver four key needs:
* Signal integrity
* EMI (electromagnetic interference) filtering
* ESD (electrostatic discharge) protection
* Power management
Who are their biggest customers? Just the companies that are
kicking Nokia’s butt in handhelds as well as with the ones that
are stomping Mitsubishi and Sony in LCDs: AU Optronics, Samsung,
Motorola, Kyocera, Siemens, and LG.
Who just came out with blowout numbers for the first quarter and
guided higher? Samsung, Motorola, Kyocera, Siemens and LG -- and
AU Optronics will join them soon.
The clamshell phone literally requires CAMD's parts -- you cannot
build them without ESD and power-saving analog chips -- and you
need that functionality in a VERY small device. That is CAMD’s
forte and they are virtually without competitors in this combined
space. And they show similar strength in flat-panel, high-def TV
systems.
This is why they pre-announced last week that first-quarter
revenues and earnings would strongly beat estimates -- a pattern I
think we will see more of in the future.
California Micro Devices is in the heart of the sweet spot in
analog semiconductors selling absolutely key intellectual property
to the hottest players in the consumer electronics market. Folks,
it does not get much better than this.
they seem to own a nice niche in the hot cell area everyone but Nokia is using their chip...and Nokia stinks..so maybe Nokia will come on board also
tobin says....
Now I think we have our next doubler. California Micro Devices
(CAMD) is literally the right stock in the right space at the
right price for at least the next year or two.
In CAMD we get big, direct plays on both monster ChangeWaves. And
with Nokia now behind the eight ball on broadband cell phones and
phones with the camera and movie functionality, California Micro
Devices is sitting in the catbird seat.
They sell to ALL of Nokia’s rivals, and I bet we will see Nokia
come to CAMD soon for their expertise.
Ditto for the LCD high-def TV market. If you build a high-def TV
today, you are going to use a DVI/HDMI interface from Silicon
Image. But you will also have to buy analog devices from CAMD,
too.
This makes California Micro Devices a true double-dip player on
the biggest consumer electronic ChangeWaves in the world.
A TIGHTER FOCUS
Sound exciting? Sure does. So what does CAMD do better than their
competitors?
A recently as a few years ago, not much. But after a turnaround,
CAMD now has a tight focus on analog semiconductors that save gobs
of power in portables, eliminate electrostatic interference in
digital signals and filter out radio frequency interference.
In the simplest terms, all this new broadband functionality built
into new cell phones and the digital signals coming into
flat-panel TVs DO NOT WORK unless the noise and electrostatic
interference inherent in these devices is eliminated. This is what
CAMD does better than anyone else on the planet.
California Micro Devices is the acknowledged industry leading
supplier of Thin Film Integrated Passive Devices and complimentary
semiconductor solutions. Their specialty and most of their
intellectual property is in Application Specific Integrated
Passive (ASIP) networks and related analog semiconductors.
What they do is provide a tiny, highly integrated solution to
mobile phone and LCD makers that deliver four key needs:
* Signal integrity
* EMI (electromagnetic interference) filtering
* ESD (electrostatic discharge) protection
* Power management
Who are their biggest customers? Just the companies that are
kicking Nokia’s butt in handhelds as well as with the ones that
are stomping Mitsubishi and Sony in LCDs: AU Optronics, Samsung,
Motorola, Kyocera, Siemens, and LG.
Who just came out with blowout numbers for the first quarter and
guided higher? Samsung, Motorola, Kyocera, Siemens and LG -- and
AU Optronics will join them soon.
The clamshell phone literally requires CAMD's parts -- you cannot
build them without ESD and power-saving analog chips -- and you
need that functionality in a VERY small device. That is CAMD’s
forte and they are virtually without competitors in this combined
space. And they show similar strength in flat-panel, high-def TV
systems.
This is why they pre-announced last week that first-quarter
revenues and earnings would strongly beat estimates -- a pattern I
think we will see more of in the future.
California Micro Devices is in the heart of the sweet spot in
analog semiconductors selling absolutely key intellectual property
to the hottest players in the consumer electronics market. Folks,
it does not get much better than this.