Comments for CY - Stockpickr! Your Source for Stock Ideas

Comments for CY

Added By	Comments	Type	Date Added
barrons3	Some other weak techs, SanDisk (SNDK), Seagate Technology (STX), TriQuint Semiconductor (TQNT) and Cypress Semiconductor (CY), might make sense to get started in.	Love	October 22, 2009
barrons3	The rally's also reigniting some left behind of late, names like Skyworks (SWKS) and Cypress (CY) are now coming back up.	Love	October 15, 2009
JasonSmith0031	Revenue, Necessary Product vital to economy.	Love	September 04, 2009
Witdad	Been going down since I purchased it.	Hate	September 04, 2009
barrons3	I like the mobile Internet plays on the move, notably RF Micro (RFMD) and Triquint (TQNT), ADC Telecom (ADCT), Tellabs (TLAB), ON Semiconductor (ONNN) and Cypress (CY). They are all cheap on a multiyear-move basis. On the other hand, I don't know how people can buy Level 3 Communications (LVLT) given that balance sheet. That's not a mobile Internet play.	Love	August 27, 2009
Stockpickr Staff	On last night's "Lightning Round" segment, Cramer said: "It's at the heart of my mobile Internet tsunami. I'd pull the trigger right here."	Love	August 11, 2009
Clarkwin	CEO is not to bright.	Hate	August 10, 2009
onealt	Cramer	Love	August 01, 2009
Blkthght	Far too much insider activity, makes me nervous.	Hate	July 30, 2009
faulkwolf	I use to work there, the CEO is an animal	Love	July 10, 2009
sarah z	From a recent Mad Money show:"I warmed up to this one, then I left it. I got that one wrong."	Love	March 17, 2009
thewookie	Risk Reward. Solar products	Love	March 10, 2009
sarah z	From a recent Mad Money show: "Things are pretty good at Cypress. I want to be a buyer there."	Love	October 14, 2008
barrons2	Hold - Price: $25.21 on July 15 by Jefferies & Co. Despite our belief that there is likely unlocked value in the Cypress semi business, owing to the large earnings leverage in 2008-09, given that its SunPower (SPWR, $94.42, Buy) holdings account for [about] 80% of Cypress Semiconductor's valuation, we are unable to reconcile the risk/reward profile, and remain neutral on the stock.	Love	July 19, 2008
gesainii	sunpower	Love	April 20, 2008
dmdavie	Interesting stats and estimates	Love	April 19, 2008
sarah z	Cypress Semiconductor (CY) has recently increased the number of shares it plans to buy back. The chipmaker's board has authorized the repurchase of an additional $300 million shares, doubling of the ongoing buyback program to $600 million. Cypress has repurchased 12.2 million shares for $269 million since the initiation of the program in January 2007. Cypress' sales grew 50% from a year ago to $431 million, but fell 4% sequentially. On a GAAP basis, diluted earnings per share fell to $0.04 in the December quarter, less than the $0.09 a share earned in the third quarter of 2007 and well below the $0.18 a share earned in the fourth quarter of 2006. Cypress witnessed a broad-based and unexpected decline in orders in December. Cypress also has strong exposure to the solar-power industry, thanks to its controlling interest in Sunpower (SPWR). That was a big positive earlier in the year when solar stocks were surging. But investors' taste for solar companies has cooled, sending shares of Sunpower down more than 50% in the last three months. The costs associated with producing solar energy are still very high, which bodes ill in the face of a slowdown in consumer spending. As noted earlier, Cypress' core semiconductor market is also softening. Cypress' shares have fallen some 50% since hitting the 52-week high in late December. And a tepid economic environment this winter is likely to keep shares depressed in the near-term. Earlier this week, Cypress also announced problems rolling over $67.8 million in short-term debt due to trouble in the auction-rate market. That's another reason to stay on the sidelines for now, despite the appeal of large stock buybacks.	Love	March 12, 2008
rkm516	Sunpower	Love	March 11, 2008
sarah z	Cypress' board authorized the company to add $300 million to its buyback plan, doubling the size of the program and bringing the grand total to $600 million. The timing and the exact repurchases will depend on market conditions. Since the programs inception, the company has spent $269 million repurchasing 12.2 million shares, leaving $331 available for repurchase. On January 24th, Cypress reported fourth quarter and full-year earnings, which was a mixed bag. The company reported earnings of 24 cents a share, which was just short of guidance in the range of 26 to 28 cents a share. Cypress President and CEO T.J. Rodgers blamed the weak quarter on an industry wide consumer-segment slowdown. On a positive note, revenue came in at a record $1.6 billion, up 46.2% from 2006 revenue of $1.09 billion. Fiscal year 2007 diluted EPS increased 60.8% to 82 cents a share, compared with 51 cents a share in 2006. Management expects the normal first-quarter softness; however, they also anticipate record revenue again in 2008. Rodgers added, "Cypress remained nicely profitable in a softening semiconductor market in the fourth quarter with non-GAAP1 semiconductor gross margin reaching 48.8%. Our balance sheet contains not only $1.56 billion in cash and equivalents, but a 90% controlling voting stake in SunPower. It will provide many opportunities for us to drive shareholder value in 2008 and beyond." Suji de Silva from Kaufman Bros Equity Research remains positive on the stock, "Our core thesis of secular mix and restructuring improvement remains intact, despite the weaker fundamental outlook, and we continue to see a potential divestiture of the SPWR stake as a potential catalyst for the name. We maintain our buy rating, reflecting the significant upside in Cypress's core semi business."	Love	February 27, 2008
barrons2	And Cypress Semiconductor (CY), Jeff Macke exclaims.	Love	February 21, 2008
crwacked	growth	Love	January 27, 2008
paddy65	semi conductor and solar	Love	January 26, 2008
barrons2	And if oil rallies on Wednesday's crude numbers, pick up some Cypress Semi (CY) or Sunpower (SPR) because they report on Thursday and I think that CEO T.J. Rodgers gave us a green light on the earnings front the last time he was on "Mad Money."	Love	January 24, 2008
barrons2	Best – When crude soared toward $100 Pete Najarian said buy solar stock Cypress Semiconductor (CY) because people will seek alternatives.	Love	January 16, 2008
jmtwilson	Tech plus solar energy play	Love	January 09, 2008
pspurlin25	connected to sunpower that is booming. Rumor has it that they should merge at some point.	Love	January 08, 2008
mchasem	tech plus	Love	January 03, 2008
mcham	solar interest	Love	December 31, 2007
dhalabu	fun to trade	Love	December 22, 2007
barrons2	Cypress Semiconductor (CY) jumped 113%, thanks to its stake in SunPower.	Love	December 22, 2007