Reza Samahin

Weakness in the last couple of quarters because of a slowdown in their service side. Starting to see some pick up in micro electronics where their will be better margins. Good entry point.

Known as fast follower. Company will still do well but it would be difficult to find new market.

Making steps to new product line. Might want to buy in fourth quarter

Expectations are high for upside. Overall, it is a premeire name in the smart phone network. Do not see competitors catching up anytime soon.

Not his preference. It's a pure play in wireless.

Have done a good job in last couple of years. Expections are fairly high in short term.

Makes cards that go into computers. Under a lot of pressure.

They were building inventory in the last sector. They have too much supply, which is a red flag in stockmarket. Demand is still ok.

The company has an issue with long term strategy. Their long term strategy is in disarray.

Very cheap. It needs to get itself out of a niche market. Good evalution.

On company fundamentals, this is an ideal company. A low-cost producer. Likes of for the long term. On a valuation basis, it is fully priced at this point.

Clearly the leader in high-end storage. Fairly priced at this point. A good long-term hold.

For a play in RFID (radio frequency identification) this is one of the larger companies. There is no pure play in RFID.

Has a lot of competition. They are really a firewall and VPN Company and are expanding into a full and two and security solution for enterprise. Have to wait to see if they will be successful.

Very disappointing in the last few weeks. Should do well. Its end markets are doing well. Margins are very weak right now. High inventory is creating problems but this should be cleared up in the next few quarters. Valuation is very compelling.