http://stockmarketbeat.com/blog1/2007/02/08/slab-silicon-labs-is-running-out-of-options/ 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/blog1/2007/02/08/slab-silicon-labs-is-running-out-of-options/comment-page-1/#comment-18125 SLAB: More New Products Needed - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Mon, 05 Mar 2007 16:46:33 +0000 http://stockmarketbeat.com/blog1/2007/02/08/slab-silicon-labs-is-running-out-of-options/#comment-18125 [...] When Silicon Laboratories SLAB announced it was selling its handset chip business, we said it left the company with few options. The main one is to make a whole lot more of the chips that don’t go into cel phones. In keeping with that strategy, the company annouced a new product: Silicon Laboratories Inc. (Nasdaq: SLAB), a leader in high-performance, analog-intensive, mixed-signal ICs, today announced at International IC-China Conference and Exhibition/Embedded Systems Conference-China 2007 the most highly integrated 8-bit MCU combining a 25 MIPS CPU, 10-bit 500 ksps ADC and an internal /-2 % oscillator in a 3×3 mm package. The C8051T60x product family adds to Silicon Laboratories’ portfolio of over 60 high-performance Small Form Factor MCUs. The C8051T60x is ideal for consumer and industrial applications including toys, camera modules, cell phone accessories, portable devices, home appliances and motor controllers.”The C8051T60x is the first mixed-signal 8-bit MCU with unprecedented functionality designed for cost- and space-sensitive applications,” said Derrell Coker, vice president of Silicon Laboratories. “With the highest performance and integration in a small form factor, the C8051T60x enables manufacturers to easily and cost-effectively design high-performance products.” They’ll have to design a bunch of them for the product to move the needle. Pricing begins at $0.45 in quantities of 10K. Given the company’s non-wireless revenue run rate of $300 million, that indicates it would take about six million of these chips per year to boost revenue by 1%. 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; 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: Ceradyne (CRDN) put options; Tempur-Pedix (TPX) put options; Landstar (LSTR) put options; Plantronics (PLT) put options; [...] [...] When Silicon Laboratories SLAB announced it was selling its handset chip business, we said it left the company with few options. The main one is to make a whole lot more of the chips that don’t go into cel phones. In keeping with that strategy, the company annouced a new product: Silicon Laboratories Inc. (Nasdaq: SLAB), a leader in high-performance, analog-intensive, mixed-signal ICs, today announced at International IC-China Conference and Exhibition/Embedded Systems Conference-China 2007 the most highly integrated 8-bit MCU combining a 25 MIPS CPU, 10-bit 500 ksps ADC and an internal /-2 % oscillator in a 3×3 mm package. The C8051T60x product family adds to Silicon Laboratories’ portfolio of over 60 high-performance Small Form Factor MCUs. The C8051T60x is ideal for consumer and industrial applications including toys, camera modules, cell phone accessories, portable devices, home appliances and motor controllers.”The C8051T60x is the first mixed-signal 8-bit MCU with unprecedented functionality designed for cost- and space-sensitive applications,” said Derrell Coker, vice president of Silicon Laboratories. “With the highest performance and integration in a small form factor, the C8051T60x enables manufacturers to easily and cost-effectively design high-performance products.” They’ll have to design a bunch of them for the product to move the needle. Pricing begins at $0.45 in quantities of 10K. Given the company’s non-wireless revenue run rate of $300 million, that indicates it would take about six million of these chips per year to boost revenue by 1%. 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; 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: Ceradyne (CRDN) put options; Tempur-Pedix (TPX) put options; Landstar (LSTR - Annual Report) put options; Plantronics (PLT) put options; [...]

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