Sunday, November 28, 2010

SPECULATIVE SUNDAY: Home Entertainment ~ Trident Microsystems, Inc. $TRID

$TRID under $2.00 

the LEADER in TV VP ... Trident Micro! 

BUY $TRID under $2

1) "Best of Breed" SoC (System-on-Chip) maker.

2) TV-VP MARKET: $2,000,000,000 (billion)

3) TRIDENT = 14% of worldwide TV video processing revenue.

4) 2,000 PATENTS in IMAGE, POWER, and 3DTV.

Trident PRODUCT strengths
      Trident integrates RoxioNow Platform into Chipset for HDTVs
"Consumers want to combine the quality from their digital TVs with the variety and flexibility they receive from streaming," said Dirk Wieberneit, SVP & General Manager of Trident's TV business unit. "RoxioNow provides us with an ideal ready-made solution to give them what they want. Building RoxioNow into our HDTV SoCs makes it easy for our customers in the DTV market to take advantage of the explosive growth in demand for high-quality streamed video content."
Trident's highly integrated, programmable SoC semiconductors act as the brains for DTV and other digital media displays, providing image processing and optimization for video and computer graphic signals. Sonic's broad implementation on device chipsets is expected to result in RoxioNow-powered storefronts appearing on over 95% of all connected BD and HDTV consumer electronics devices shipping over the next several years.  (press release)  
p.s.  PARTNERSHIP: Sonic Solutions ($SNIC)
           ...... from HOLLYWOOD to HOME.
        Roxio®, RoxioNow™, DivX®, and MainConcept

BONUS:  check MHL player Silicon Image $SIMG 
               ... mobile to HDTV! 

Saturday, November 27, 2010


... buzz word of 2011.



1) payment via phone.
  (no more debit/credit cards)

2) transit via phone.
  (no more tolls: roads, bridges, light rail)

3) events via phone.
  (no more tickets: concerts/air travel)

4) identification via phone.
    (no more drivers license, passport?) 

5) keys via phone.
  (no more house keys, car keys, hotel room keys) 

        ONE DEVICE.  (one pocket) 

China = 40%+
Singapore = 15%
Germany = 10%
USA = 10%
Other = 25%

Original Recommendation:  Drogen.

GINGERBREAD Interview: Eric Schmidt

p.s.  Dolby owns space in Near Field Communication. $DLB

Friday, November 26, 2010



... with $AAPL on its way to ALL-TIME highs, let's look inside. (again)

Black Friday, Cyber Monday ... iPad 2, iPhone 5, and iParts!

1) Atmel $ATML (touch controllers, in HTC EVO, Samsung Galaxy)
2) Broadcom $BRCM (multiple chips, bluetooth, GPS) 
3) Cirrus Logic $CRUS (audio processors) 
4) Ifineon $IFNNY (mobile unit bought by Intel, Tesla Motors chips)
5) Intersil $ISIL (sockets, USB interface)
6) Linear Tech $LLTC (power control, DC to DC)
7) NXP Semi $NXPI (power management, Near Field Communication)
8) OmniVision $OVTI (image sensors)
9) Qualcomm $QCOM (CDMA for Verizon iPhone)
10) STMicroelectronics $STM (Accelerometer)
11) Skyworks Solutions $SWKS (quad-band)
12) TriQuint $TQNT (power amp)
13) Texas Instruments $TXN (touch sensors)

finviz charts: (click here) 
iPhone 4 
the PARTS-folio
p.s.  RUMOR: iPad 2 initial Printed Circuit Board supplier? $TTMI

disclaimer: BOTD is long $AAPL & $OVTI

Wednesday, November 24, 2010

PICTURE PERFECT. ~ OmniVision Technologies, Inc. ~ Public, NASDAQ: $OVTI

OmniVision Technologies, Inc. designs and markets high-performance semiconductor image sensors. Its OmniPixel and CameraChip products are highly integrated single-chip CMOS image sensors for mass-market consumer and commercial applications such as mobile phones, notebooks and webcams, digital still and video cameras, security and surveillance systems, entertainment devices, automotive and medical imaging systems.

 World’s Smallest 1080p HD Camera Solution

 “Consumer demand for HD video has never been greater. Display formats are moving to a 16 by 9 aspect ratio, TV broadcast is embracing HD, and social media platforms such as YouTube and Facebook are supporting HD,” said Nick Nam, product marketing manager at OmniVision. “With the OV2720, OmniVision continues to lead the industry in bringing to market innovative, high performance HD solutions, addressing the growing demand for the HD video-enabled devices of the YouTube generation. With the broadest portfolio of HD video products in the industry, we enable our customers to find the right solution for their price, performance and size requirements.”

8-Megapixel RAW CMOS Image Sensor

“Industry research firm Yole Developpement is forecasting that 8-megapixel resolution sensors will hold over a third of the market share for camera phones by 2015,” said Vinoo Margasahayam, product marketing manager for OmniVision. “The smart phone segment is leading this trend towards higher resolution sensors requiring near-DSC quality photography, autofocus functionality and high quality video recording. The OV8820’s ability to deliver high quality, fast frame rate image capture and HD video recording in a compact format meets the critical requirements for next generation mobile handsets, and particularly for smart phones. We have also added some unique features to OV8820 that improve the user experience, such as full field of view HD video with image stabilization, making this sensor a highly attractive product for this fast growing market segment.”

$OVTI's BSI (back side illumination) chip "best of breed" in the iPhone4, 5, and iPad2 ... with front-facing "FACE TIME"!!!
      BUY $OVTI on the breakout! 

p.s.  $CALL the TRIPLE A team!!
AMZN      177.25+9.05 (5.38%)
AAPL       314.80+6.07 (1.96%)
AKAM     51.06+2.18 (4.46%)

Monday, November 22, 2010

Right Here. ~ RightNow Technologies ~ Public, NASDAQ: $RNOW

  ..... can't buy $TWIT or $FBOOK ? ... buy $RNOW!

RightNow Social Experience offers a two-pronged approach to the social web!

First, RightNow Cloud Monitor allows you to monitor conversations on Twitter, YouTube, RSS feeds, your Facebook fan page, and other social channels, and then helps you respond quickly and appropriately.

Second, RightNow communities enable you to integrate social media as a seamless part of your overall brand strategy. Together, they allow you to engage your customers in authentic conversations that increase customer satisfaction, build loyalty, and drive your business goals.

 p.s. the TRIPLE A team pays! 
      .... $AMZN + $AAPL + $AKAM = AAA

Thursday, November 18, 2010


the TRIPLE A team:

$AMZN 164.17+5.82 (3.68%)
$AAPL  308.43+7.93 (2.64%)
$AKAM 48.76+1.08 (2.27%)

p.s. Am i Diversified? ...bought $GM and $F LEAPs today.      
      (LEAPs 2012 & 2013) ... Ford to $70!

Monday, November 15, 2010

STREAMING or DREAMING? ~ Akamai Technologies Inc. $AKAM

Media & Entertainment
  • Serves content for 5 of the top 6 online music sites, 29 of the top 30 media/entertainment companies
Business Services
  • Leaders in information services like Thomson Reuters, and comScore rely on Akamai to provide customers with reliable access.
Financial Services
  • Protects and enables transactions for Charles Schwab, E*TRADE, Easy-Forex and other top institutions.
  • Enables delivery of gaming content for next-generation consoles from Nintendo, and helps many other companies to meet gamers.
Hotel & Travel
  • Handles online bookings for world’s largest hotel firm & big brands like Expedia, Marriott, & Travelocity.
  • Six of the top ten US insurance companies rely on Akamai.
Health Care & Life Sciences
  • Leading life sciences companies like Merck, Phase Forward and Medidata rely on Akamai to reach clinicians and patients worldwide.
Manufacturing & Automotive
  • Trusted by all of the top auto makers – Toyota, GM, Audi, BMW, and more.
Public Sector
  • Enables online operations for 10 of the world’s governments, all branches of the US Military, and many other agencies
Retail and Consumer Goods
  • Enables $100 billion in annual e-commerce revenue; used by over 85% of the top online retailers.
Software and Technology
  • Used by all of the top 5 anti-virus companies to distribute software online.