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.
Show full opinionHide full opinion
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.
TOP PICK
TOP PICK
June 24, 2004
Better consulting revenues which are high margin. Bookings are fairly strong.
Show full opinionHide full opinion
Better consulting revenues which are high margin. Bookings are fairly strong.
BUY
BUY
June 24, 2004
Disappointed last quarter and has been battered. Should do reasonably well going forward.
Show full opinionHide full opinion
Q-Logic (QLGC-Q)
June 24, 2004
Disappointed last quarter and has been battered. Should do reasonably well going forward.
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.
Show full opinionHide full opinion
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.
DON'T BUY
DON'T BUY
June 24, 2004
Sees additional spin (?) and additional royalty revenue going to this company. A very expensive stock.
Show full opinionHide full opinion
Qualcomm (QCOM-Q)
June 24, 2004
Sees additional spin (?) and additional royalty revenue going to this company. A very expensive stock.
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
Show full opinionHide full opinion
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
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.
Show full opinionHide full opinion
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.