Wed, Oct 22, 2014, 12:24 AM EDT - U.S. Markets open in 9 hrs 6 mins


% | $
Quotes you view appear here for quick access.

Cypress Semiconductor Corporation Message Board

  • floppy_6 floppy_6 Jan 29, 2006 7:48 PM Flag

    CCD division's value

    As I said, T.J. fumbles on Psoc execution this Q. If he doesn't execute well on Psoc, it is really difficult for street to evaluate CY on break-up value.

    Separately, upon IDTI releasing the earning report, one anaylst try to analyze the comparative value on IDTI. Since IDTI purchased ICST, it becomes more a time and clock semi. company than NSE. So SMTC, MCRL are more the right comp. than NETL. The EV/S value of SMTC, MCRL and IDTI are respectively 4.6, 3.5 and 4. CY's CCD has the comparable gross margin north of 50. If we use the run-rate revenue times by 3.7 EV/S, then the value alone in CCD is $1,332 mils, that's $9.4 per share right there. You can count the rest, memory is cyclical, certainly not worthless imho.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
9.49+0.38(+4.17%)Oct 21 4:00 PMEDT

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.