http://stockmarketbeat.com/blog1/2006/12/19/huge-news-for-silicon-laboratories-slab/ Our beat: The stock market. Our job: Beat it. Tue, 03 Jun 2008 15:36:49 -0600 http://wordpress.org/?v=2.8.1 hourly 1 http://stockmarketbeat.com/blog1/2006/12/19/huge-news-for-silicon-laboratories-slab/comment-page-1/#comment-10299 Would SLAB Make a Solid Foundation? - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Tue, 09 Jan 2007 03:11:31 +0000 http://stockmarketbeat.com/blog1/2006/12/19/huge-news-for-silicon-laboratories-slab/#comment-10299 [...] The article suggests that Silicon Labs is having trouble providing the support needed to convince customers to buy its AeroFone single-chip radio. However, long testing periods led Samsung, Silicon Labs’ largest customer, to only recently adopt its Aero Edge, which was introduced well over a year ago. So, while we don’t necessarily believe that is the catalyst for a potential sale of the company, we do agree that SLAB’s technology would make an attractive fit for a number of chipmakers, and given the ongoing industry consolidation we wouldn’t be at all surprised if it happened. The author may hold a position in the securities discussed. The author's current holdings are as follows: Long: Union Pacific (UNP) put options; Air Products (APD) put options; Nasdaq 100 (QQQQ) put options; FedEx (FDX) put options; Intuit (INTU) put options; Bookham (BKHM; Ballard Power (BLDP); Syntax Brillian (BRLC); CMGI (CMGI); Genentech (DNA); Ion Media Networks (ION); Three Five Systems (TFS); IShares Japan (EWJ); StreetTracks Gold (GLD); Starbucks (SBUX); U.S. Oil Fund (USO); Plantronics (PLT) call options; Short: Landstar (LSTR) put options; Ceradyne (CRDN) put options; Dell (DELL) put options; Plantronics (PLT) put options; [...] [...] The article suggests that Silicon Labs is having trouble providing the support needed to convince customers to buy its AeroFone single-chip radio. However, long testing periods led Samsung, Silicon Labs’ largest customer, to only recently adopt its Aero Edge, which was introduced well over a year ago. So, while we don’t necessarily believe that is the catalyst for a potential sale of the company, we do agree that SLAB’s technology would make an attractive fit for a number of chipmakers, and given the ongoing industry consolidation we wouldn’t be at all surprised if it happened. The author may hold a position in the securities discussed. The author’s current holdings are as follows: Long: Union Pacific (UNP) put options; Air Products (APD) put options; Nasdaq 100 (QQQQ) put options; FedEx (FDX - Annual Report) put options; Intuit (INTU) put options; Bookham (BKHM; Ballard Power (BLDP); Syntax Brillian (BRLC); CMGI (CMGI); Genentech (DNA - Annual Report; Ion Media Networks (ION); Three Five Systems (TFS); IShares Japan (EWJ); StreetTracks Gold (GLD); Starbucks (SBUX); U.S. Oil Fund (USO); Plantronics (PLT) call options; Short: Landstar (LSTR - Annual Report) put options; Ceradyne (CRDN) put options; Dell (DELL) put options; Plantronics (PLT) put options; [...]

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