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SIRF Analysis & Videos »
SIRF: Bull or Bear?
Upper management gets shaken up
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but in the long term, I see this is a great move for the company. The stocks have just adjusted for expected losses, and they have increased competition and a lagging product line. By shaking up the upper management, this gives them a new "brain" to be able to come up with interesting technology and focus more internally where they need it. Then when their new management gets up to speed, and outward focused, we can really expect great things. Mobile phones are where the money is at, and the developing world is adopting them faster than landlines.
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Garmin and SiRF Getting Lost in the Crowd
SIRF
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4/1 - "The biggest problem facing makers of PNDs is the boom in smartphones, which increasingly include GPS technology. Mobile phone-service providers such as Verizon(VZ - Cramer's Take - Stockpickr) and Sprint(S - Cramer's Take - Stockpickr) are offering phones from the likes of Nokia(NOK - Cramer's Take - Stockpickr) and Research In Motion(RIMM - Cramer's Take - Stockpickr) that feature increasingly sophisticated GPS functionality."
"In addition, the presence of GPS functionality in phones serves to aggressively commoditize the navigation function as it becomes just another feature consu...
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Prime buy-out target SiRF Technology
SIRF
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SiRF chips dominate the GPS market. With the recent buy-out of Global Locate by Broadcom, I believe SiRF will share the same fate within a year or two. GPS on Cell Phone is the future, SiRF have the best chip on the market. Cell Phone Market is huge, even without a buy-out, SiRF chips will have a bright future.
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Wipeout: SiRF's Down
SIRF
SiRF Tech (SIRF) reported earnings the other day that were a bit disappointing. And the ensuing reaction by the stock was even more disappointing. The company reported in-line earnings, but they were aided by a lower tax rate. The big disappointment was that they lowered revenue guidance, citing a slower than expected ramp in wireless. This had been one of the areas that made me the most bullish. There is talk that much of the weakness stemmed from problems at Motorola (MOT), as opposed to the company losing market share or carriers losing interest in LBS. ...
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A New Swell Could Be Brewing
SIRF
For the unitiated, that's surfer lingo in my title. Just kidding. Anyway, today SiRF Tech (SIRF) is getting a big pop as it breaks out of its recent consolidation. I have traded this stock many times over the last couple of years, and it is now back at attractive levels. The stock has been mired in a downtrend since reporting earnings last quarter. They also made an acquisition recently. But regardless of whether they merely match current estimates, I feel the protracted decline in the stock more than prices in such an outcome. This company still has strong funda...
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Small Cap Focus: SiRF Technology
SIRF
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*Courtesy of Schwab interactive charts -Chart pattern indicates a possible trend reversal -Relative Strength is Bullish -50 day Moving Average is Bullish -Support at 26.50 -Higher lows, up/down volume indicates that the stock is under accumulation -bullish On Balance Volume -should bounce higher off its 50 and 200 day Moving Averages SiRF Technology is a world leader in manufacturing “location awareness” technology based on GPS systems for handhelds, portable PCs, cell phones, music, video players, and car navigation system<>< />< /><>><>>< />< />< />>< /><>>< />< />< />< /><>< />>< /><><>><>< />><>>><>><><>><>><>><>><>>><>< />< />< />>< />< /><>>< />< />< />< /><>>< /><>< />><>>< /><>><>< />><><>><><><>< />><><>< />>>>>>...
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Bullish on SIRF ...
SIRF
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The #1 chip provider in the market to date, the SiRFstarIII chip has no competition. Personally, I feel it's undervalued and only where it is today because of the last quarter's report that didn't accurately reflect performance. SIRF was a steam at the 18 and change, but hopefully it'll float up to mid-30's as their marketshare continues to increase with sales to big names like Garmin, Kenwood, and TomTom.
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