opširnije analize:
EBAY (eBay; SP500, Nasdaq, AMEX)
EMC (EMC; SP100)
MSTR (MicroStrategy; NA)
CY (Cypress SC; SP400)
CHL, Hong Kong (China Mobile; NA)
CTSH (CognizantTSC; SP 500, Nasdaq)

kratke analize:
RIMM (Research In Motion; Nasdaq, AMEX)

ostali kandidati:
ATVI (Activision; SP400, Nasdaq), CSCO (Cisco; SP100, Nasdaq, AMEX), ENER (Energy CD; NA),
GRMN (Garmin; Nasdaq), HPQ (Hewlett-Packard; DJC, SP100), INFY (Infosys; Nasdaq),
MR (Marvell TG; Nasdaq), NTAP (Network Appliance; SP500, Nasdaq), NVDA (NVIDIA; SP500, Nasdaq),
PCLN (Priceline.com; AMEX), T (AT&T; DJC, SP100), TXN (Texas Instruments; SP100),
VRSN (VeriSign; SP500, Nasdaq, AMEX), YHOO (Yahoo!; SP500, Nasdaq, AMEX)

CY (Cypress SC; SP400), 10k OI na Mart call30
povećavanje Sale purchase of stock (Cash flow), puno blogera (information seekers)
90% dionica u institucijama
Cypress controls 51% of SunPower Corporation’s (SPWR, bear FAD?), kupuju SMTK (bull FAD)?

bull: fad, cramer, caps.fool
bear: goodwill, oper margin

caps.fool
Alwayspersevere (62.81) Submitted: 10/24/06 7:09 PM
More than 80% owned by institutional shareholders, Cy is feeling the pain caused by their recent decision not sell Sunpower, their crown jewel. This punishment may last for quite a while. When the dust will settle Cy will come back. They own more than 70% of Sunpower, a top of the line solar energy device manufacturer. Cy is working to insert their electronic in the product to increase efficiency. Meanwhile they're still active in their original market and wrote a sector profit last week albeit symbolic. Will cy distribute Sunpower shares to their shareholders or will they keep it and grow it? Both side of this coin should be profitable.
dpddelta (< 20) Submitted: 12/13/07 3:04 PM
This is a chance to buy Sunpower (SPWR) at between 20% and 40% discount. Cypress Semiconductor (CY) owns about 53% of Sunpower which is not fully reflected in the price of CY stock. Added to this, the semiconductor portion of the company is about to get super hot. Their new Westbridge chip allows a cell phone to download or upload to a computer USB port about 50% faster than any other chip. The Westbridge is installed in the lates Blackberry and independent third parties have measured it's download speed at about twice the download speed of the I-Phone or any other cell phone. Cypress has a historic relationship with Apple. They have a chip in the nano. So I expect cell phone makers to beat a path to Cypress's door.
ToKLogsdail (48.06) Submitted: 2/10/08 12:37 PM : Outperform
trading at a very attractive p/e and also owns a huge change of spwr. I will reap the rewards while others flee. Remember you're buying spwr at $33 dollars when you buy this

CHL, Hong Kong (China Mobile; NA), puno blogera

bull: fad, cramer, net income, goodwill, oper margin, bad competitors, Davenport UG, caps.fool
bear: 15k OI Mart put 80, fad 5d1m

caps.fool
kashunut (76.87) Submitted: 2/14/08 4:48 AM : Outperform
Great company. Great sector. In China. Amazing growth. Part of my portfolio. Long-term hold.

Zacks.com
China Mobile (NYSE: CHL - News), which accounted for approximately 61% of total revenue, may aggressively sell value-added services independently and directly to its own customers. Market opportunities for the company's wireless value added services depend on several factors including competition, network coverage and overall growth of economies within different regions. There can be no assurance that the market for such offerings will continue to remain robust in each service area.

Shaun Rein - Book Review: Jim Rogers' 'A Bull in China'
Basically, I agree with Rogers' optimism on China. I am certainly putting more exposure to China right now as I have mentioned before in stocks like Ctrip (CTRP), China Mobile (CHL), and Focus Media (FMCN) that target China’s emerging middle class and which companies will be shielded from a potential recession in the US. These are stocks listed in the US and easily accessible for American retail investors. I also think these stocks will go up based on the appreciation of the RMB and might go up as more mainland Chinese investors can buy mutual funds that buy overseas stocks.

CTSH (CognizantTSC; SP 500, Nasdaq), 11k OI Mart call30
CTSH provides information technology (IT) consulting and technology services in North America, Europe, and Asia.
90% dionica u institucijama, puno blogera

bull: caps.fool, yf blogeri, seekingalpha.com, Forbes.com (manipulacije?), goodwill
bear: fad, eps

Afraid of the Stellar CTSH Earnings, By Bill Trent, 11.02.08
After Cognizant declined sharply upon reporting its third-quarter results, I said the stock was looking like a high-growth value trap. Since that article, the stock has declined 5.3%, though Friday's 15% rally (spurred by the company's fourth-quarter results) puts it ahead of the 10.1% loss in the S&P 500 over that period. RealMoney contributor Jay Somaney outlined a solid case for why he believes Cognizant's report marked the bottom for Indian tech stocks. While I encourage anyone interested to read his article, when I dug into the report I came away with the opposite conclusion, and remain bearish on Cognizant. The problem boils down to this: Cognizant executed so well on so many different metrics this quarter that anything less than perfection in the future is likely to disappoint. To start with, for a consulting business like Cognizant, revenue growth has to come from either...

caps.fool
norfor (93.69) Submitted: 2/08/08 6:03 PM : Outperform
Cognizant got a nice pop with there earnings. I want this one on my radar. I still have to do my do dil but I think I do.