Friday, November 10, 2006
Primitive Radio Gods: Standing Outside A Broken Phonebooth
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Broker A,
What is your take on SMDI now? I was stupid enough not to take some profits at $13 range from where it fell to $7.5 now. Company did not announce anything bad and still looks good. Fundamentals/business are sill intact.
Please provide your valuable comments. Is it good to add now for a big short squeeze or wait until it breaks out or never add and just hold the existing ones or sell existing ones and go away?
Thanks in advance.
What is your take on SMDI now? I was stupid enough not to take some profits at $13 range from where it fell to $7.5 now. Company did not announce anything bad and still looks good. Fundamentals/business are sill intact.
Please provide your valuable comments. Is it good to add now for a big short squeeze or wait until it breaks out or never add and just hold the existing ones or sell existing ones and go away?
Thanks in advance.
# posted by 
: 6:23 PM
: 6:23 PM
Unfortunately, I do not think SMDI will repeat last years run.
Franky, I haven't followed it too closely. If you want to do a little research, let me know if SMDI's antenna's will be in the new SIRI devices.
Franky, I haven't followed it too closely. If you want to do a little research, let me know if SMDI's antenna's will be in the new SIRI devices.
broker A,
Yes, they will be with sirius and good thing is that they will make some RF components also for sirius stelleto radio. SMDI is a core RF company and that's a good one.
AeA conf. CEO was very upbeat and said for a low P/E of 15 we should be at $12. Said we are very undervalued and said the same thing last Nov. (2005). He said for what ever reason we are at this range, is not right.
Also, analysts upgraded recently and you can see good reports by the analyst here:
http://www.wrhambrecht.com/sector/semidev/notes/smdi20061107.pdf
http://www.wrhambrecht.com/sector/semidev/notes/smdi20061026.pdf
your feed back will be greatly appreciated. Also, I am not sure if you will be looking down for newer comments, how do you track the comments that are updated a few days later.
Thanks,
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Yes, they will be with sirius and good thing is that they will make some RF components also for sirius stelleto radio. SMDI is a core RF company and that's a good one.
AeA conf. CEO was very upbeat and said for a low P/E of 15 we should be at $12. Said we are very undervalued and said the same thing last Nov. (2005). He said for what ever reason we are at this range, is not right.
Also, analysts upgraded recently and you can see good reports by the analyst here:
http://www.wrhambrecht.com/sector/semidev/notes/smdi20061107.pdf
http://www.wrhambrecht.com/sector/semidev/notes/smdi20061026.pdf
your feed back will be greatly appreciated. Also, I am not sure if you will be looking down for newer comments, how do you track the comments that are updated a few days later.
Thanks,
# posted by : 11:32 AM
: 11:32 AM << Home
