Comments for NETL - Stockpickr! Your Source for Stock Ideas

Comments for NETL

Added By	Comments	Type	Date Added
barrons3	This year's performance has been bolstered by the returns of a number of key holdings, including Chinese insurance intermediary CNinsure (CISG), semicondutor maker NetLogic Microsystems (NETL), and specialty retailer hhgregg (HGG), up 88%, 100% and 99%, respectively, through August.	Love	September 12, 2009
barrons2	One company that fits his bill is semiconductor maker NetLogic (NETL), whose chips are used to optimize routing in advanced networks. Trading recently at 18 times his forward estimate of $1.80 a share, "NetLogic is undervalued, given our belief that the firm can grow at 40%" a year.	Love	July 19, 2008
ChartFlipper	Very whippy stock but seems to have quieted down that last couple of days. If you can handle the whippiness may be worth a shot.	Love	August 27, 2007
skeezo82	research	Love	July 25, 2007
Barrons	From Barron's 6-18-07: Fred Hickey says this is a great SHORT. "On the negative sid, I'm shorting NetLogic Microsystems [NETL], again through puts. NetLogic is a semiconductor company that provides components mostly to the network-equipment market. Cisco Systems [CSCO] generated two-thirds of their revenue in the latest quarter...New competitors are moving in, including Integrated Device Technology [IDTI] and Renesas, a Japanese semiconductor company. They are undercutting NetLogic on price and Cisco is diversifying its supplier base. Worst of all, Cisco recently bought SpansLogic, a direct competitor to NetLogic. NetLogic trades for 30. It is selling for 6.5 times sales and 30 times this year's estimated earnings."	Love	June 16, 2007
PPC	Designed into a bunch of high volume routers and switches set to deploy later in 2007 and 2008	Love	March 20, 2007
David deBarros	cisco routers and tech sector	Love	January 11, 2007