Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
June 24, 2004
Has been struggling lately. The issue is, do they have a product strategy that is viable. Response has been underwhelming on their new products. OK 6/12 months out.
Nokia (NOK-N)
June 24, 2004
Has been struggling lately. The issue is, do they have a product strategy that is viable. Response has been underwhelming on their new products. OK 6/12 months out.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$14.130
Owned
Unknown
TOP PICK
TOP PICK
June 24, 2004
Better consulting revenues which are high margin. Bookings are fairly strong.
Better consulting revenues which are high margin. Bookings are fairly strong.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$27.420
Owned
Yes
BUY
BUY
June 24, 2004
Disappointed last quarter and has been battered. Should do reasonably well going forward.
Q-Logic (QLGC-Q)
June 24, 2004
Disappointed last quarter and has been battered. Should do reasonably well going forward.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$27.350
Owned
Yes
WATCH
WATCH
June 24, 2004
Have seen very strong order growth in the last several quarters. That is an issue, as it cannot sustain itself. Momentum is slowing, but it may take up in the second half of the year. Neutral on the stock.
Have seen very strong order growth in the last several quarters. That is an issue, as it cannot sustain itself. Momentum is slowing, but it may take up in the second half of the year. Neutral on the stock.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$18.870
Owned
Unknown
DON'T BUY
DON'T BUY
June 24, 2004
Sees additional spin (?) and additional royalty revenue going to this company. A very expensive stock.
Qualcomm (QCOM-Q)
June 24, 2004
Sees additional spin (?) and additional royalty revenue going to this company. A very expensive stock.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$68.680
Owned
Unknown
TOP PICK
TOP PICK
June 24, 2004
The first half of the year was all about PCI express but the second half is going to be about DTV and hand sets with higher margins during
The first half of the year was all about PCI express but the second half is going to be about DTV and hand sets with higher margins during
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$24.650
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
June 24, 2004
Very cautious on the wireless industry right now. Highly volatile. Treat as a trading stock and buy when it is very weak but sell when it goes up.
Qorvo Inc (QRVO-Q)
June 24, 2004
Very cautious on the wireless industry right now. Highly volatile. Treat as a trading stock and buy when it is very weak but sell when it goes up.
Reza Samahin
Assistant Vice President of Equities, Altamira Investment Services
Price
$7.350
Owned
No