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Chips That Make Beautiful Music NEW YORK - SigmaTel makes integrated circuits (ICs) for audio applications in a wide range of electronic products. Nearly all of its revenues are derived from Asia, primarily Taiwan, Hong Kong, China and Singapore. Customers consist of original equipment and design manufacturers, such as A-MAX Technology, Tai Guen Enterprise, MSI, Philips Semiconductors, AVC, Samsung and Creative Technology (nasdaq: CREAF - news - people ). We added SigmaTel (nasdaq: SGTL - news - people ) to our recommended list on May 16, 2005. The company's product offerings consist of portable audio systems on chip (SoCs) and audio codecs. SoCs house most or all of the circuits of a system or subsystem on a single chip, thereby optimizing application performance. Portable audio SoCs, which generated 95% of first quarter sales, integrate standard digital components such as microprocessors and memory with proprietary technologies, including analog-to-digital converters, powe...

Revisiting Synaptics   By Bill Martin, FindProfit Updated: Friday, June 17, 2005 3:24 PM   iPod touchpad maker looks to its second wind for a strong comeback. Shares of notebook PC and MP3 touchpad maker, Synaptics (SYNA), have provided investors with quite a roller coaster ride over the past nine months, rising from below $20 to briefly hit $40 in December before crashing back to where it started. A former portfolio position that we originally purchased at $3.95 per share back in 2003, and sold out of at prices as high as $26.27 in late 2004, we wanted to quickly check in with SYNA and provide our latest thoughts. Best known as a maker of high quality notebook PC touchpads, SYNA saw its sales and profitability move into overdrive in 2004 thanks to the hugely successful launch of Apple's (AAPL) iPod MP3 player. The iPod provided SYNA with a new market for its touchpad technology, and this achievement was quickly followed by design wins at numerous other MP3 p...

Fool's 3 Hidden Gems as of June 15> QSII IART PRAA Quality Systems Quality Systems [Nasdaq: QSII] provides software to help private-practice physicians maintain patient records in a digital format. No more manila folders and lost records for your family doctor: It's time to join the computer age! The stock is still attractive even though it has had an extraordinary run, more than doubling since my recommendation last April. Though it trades in the mid-$60s today, I think this is a $75-$85 stock in the next three years. Integra LifeSciences Integra LifeSciences [Nasdaq: IART] is a 15-year-old maker of medical devices and implants used in neurotrauma and neurosurgery. Diverse product lines include cranial monitoring systems for head trauma victims, instruments for spinal surgery, artificial skin for burn victims, and absorbable wound dressings for tissue repair. The company is run exceedingly well, spinning out free cash flow, effectively integrating acquisitions, and delive...

3. THE ALLIANCE REPORT: Yahoo vs. Google: And The Winner Is... The two heavyweight fighters of the online world, Google and Yahoo, remain locked in a titanic battle for supremacy, with each dominant in their key areas, according to our latest online usage survey from the ChangeWave Alliance. The May 2005 survey of 1,440 professionals showed Google is not only the primary online search engine by a huge margin (78% Google; 14% Yahoo), it is also the most popular toolbar in home browsers/applications (Google 38%; Yahoo 28%). Yahoo, however, is far and away the most popular home page site, and is also the primary Web site for online news and information (Yahoo 32%; MSN 10%; CNN 8%; Google 5%). Importantly, more than three times as many respondents use Yahoo email (18%) as use Google Gmail (5%). (To receive the complete “Yahoo vs. Google” report, send an e-mail to alliance@changewave.com .) Our “Yahoo vs. Google” survey results show that the two online champions are embroiled in a slugfest...

Mike Tarsala's TechWatch: DayStar (DSTI) CEO interview Will white-hot solar energy stock DayStar Technologies keep on shining, or will its shares burn out after the company exercises warrants to raise cash? DayStar (DSTI, $13.55, -0.39) shares have more than doubled in a week's time, after the maker of silicon-free solar panels signed its first big contract for its unique solar sells. Some traders are now speculating about the possibility of additional deals. Yet what some newcomers to the stock may not realize is that a dilutive exercise of warrants could be imminent. DayStar went public in February '04, and sold 2.1 mln warrants at $6, and 4.2 mln warrants at $10. The $6 warrants are callable if the stock closes above $8.50 for five consecutive days. And today marks Day 5. " Clearly, the warrants are our lowest-cost way to raise capital," John Tuttle, DayStar's chief executive, told us. "The warrants have built-in dilution, so you don't have...

Real Money article and Stansberry Diligence Email RealMoney.comAntigenics' Pipeline Looks Like a No-GoBy Pamela Bassett Special to RealMoney.com6/14/2005 8:11 AM EDTURL: http://www.thestreet.com/pom/pomrmy/10227803.html This column was originally published on RealMoney on June 13 at 1:04 p.m. EDT. I do not see a viable future business for Antigenics (AGEN:Nasdaq) with its current late-stage product pipeline. Yet the stock continues to trade in the $6-$7 range with a market cap just under $290 million; both the stock price and market cap are at risk, because prospects for an approvable lead product candidate appear slim. The company's Oncophage product is in phase III clinical trials for metastatic melanoma and renal cell carcinoma. Antigenics does not expect to submit a biologics license application, or BLA, to the Food and Drug Administration for the melanoma indication. Even if Antigenics does submit a BLA for the renal cell carcinoma indication, I do not believe the product...