PLAY - PortalPlayer Inc.
I recommended it a few weeks ago in this thread: http://www.gfy.com/showthread.php?t=556731 and even from that point its up about 12-15%.
They are a main component and chipmaker for the video ipod, a very solid derivative business to play off of Apple.
But here's the best part - at CES last week, they and Microsoft unveiled a new product called "Slide Show" I believe. It's a small display screen thats going to be placed on the outside of laptops, and users will be able to access their email, media files, powerpoint presentations, etc. without having to boot up your PC. I can see something like that built onto every laptop in the future. It serves a real purpose, and users are going to demand it from all the PC makers. Go take a look at their fundamentals. Solid revenue growth, very little debt, 38% ROE, and nice margins for being a chipmaker. I simply can't find anything wrong with their company except that their business is concentrated between Apple and Microsoft, but still, I'd rather have them doing business with those guys than anyone else! Between the Video Ipod market, and this, I predict the market cap of the stock doubling or tripling over the next 18-24 months.
Any stock gurus in the house, look this one up and lets hear your thoughts.
I recommended it a few weeks ago in this thread: http://www.gfy.com/showthread.php?t=556731 and even from that point its up about 12-15%.
They are a main component and chipmaker for the video ipod, a very solid derivative business to play off of Apple.
But here's the best part - at CES last week, they and Microsoft unveiled a new product called "Slide Show" I believe. It's a small display screen thats going to be placed on the outside of laptops, and users will be able to access their email, media files, powerpoint presentations, etc. without having to boot up your PC. I can see something like that built onto every laptop in the future. It serves a real purpose, and users are going to demand it from all the PC makers. Go take a look at their fundamentals. Solid revenue growth, very little debt, 38% ROE, and nice margins for being a chipmaker. I simply can't find anything wrong with their company except that their business is concentrated between Apple and Microsoft, but still, I'd rather have them doing business with those guys than anyone else! Between the Video Ipod market, and this, I predict the market cap of the stock doubling or tripling over the next 18-24 months.
Any stock gurus in the house, look this one up and lets hear your thoughts.
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