3SOF

I like FLSH ( NAND memory play), second half play on cellular phone OEM handset supplier for feature phones, PDAs and smart phones. Revs est. at 450mm and eps est. at 1.0 per share. XBOX2 potential supplier, but numbers don't reflect and business from XBOX2, so if they don't land the business no harm. 2004 numbers were: 348mm and .65cts per share - great growth stock.


let me know how the charts look here - told this is the time to own if you believe in TA.

Well, this is the result of TA:

Composite Indicator 
   Trend Spotter TM  Sell
 
Short Term Indicators 
   7 Day Average Directional Indicator Buy 
   10 - 8 Day Moving Average Hilo Channel Buy 
   20 Day Moving Average vs Price Buy 
   20 - 50 Day MACD Oscillator  Sell
   20 Day Bollinger Bands  Hold 
 
Short Term Indicators Average:   40% - Buy
20-Day Average Volume - 750714
 
Medium Term Indicators 
   40 Day Commodity Channel Index  Hold 
   50 Day Moving Average vs Price  Sell
   20 - 100 Day MACD Oscillator  Sell
   50 Day Parabolic Time/Price Buy 
 
Medium Term Indicators Average:   25% - Sell
50-Day Average Volume - 829114
 
Long Term Indicators 
   60 Day Commodity Channel Index  Hold 
   100 Day Moving Average vs Price  Sell
   50 - 100 Day MACD Oscillator Buy 
 
Long Term Indicators Average:   - Hold
100-Day Average Volume - 878945
 
Overall Average:   - Hold
 
Price  Support  Pivot Point  Resistance 

20.08  19.73  20.10  20.47 

HTH (hope this help)

looks good except volume has not signaled yet, you may want to hold off for now
here's a chart

Appears to be at the 200DMA, fundamentally very sound as they have great earnings growth 19.60 seems to be critical on the close.  Elite G any thoughts??

its @ support true but it needs to confirm it...the sayin in T/A speak is "never try to catcha falling knife" and "you'll go broke picking tops and bottoms"...will watch

I agree with eliteG, the stock may rebound, but it is a falling knife. For a rule we shouldn't buy stocks that are going down, longer term it's not a good strategy, although it may work in one trade or another.

Thanks for this pick 

I'm going to give everyone on this board a chance to make a lot of money. The stock is M-Systems(FLSH-22.51). They have great IP in the NAND flash memory space. Many may know the 800lb gorilla in the space SNDK - 28.26 -Great company. Why you must buy FLSH after their earnings pre-mkt July 25,2005:

FLSH has a product called Mobile Disk on Chip(MDoC) - This chip is the size of M&Ms and it emulates a hard drive. FLSH has software called TrueFFS that takes the inefficiencies out of raw NAND memory which allows the chip to super reliable.

Why MDoC? MDoC is installed in 50% of the worlds cell phones and pdas that run MSFT o/s. MSFT is a very close partner of FLSH for over 6 years. MDoC will be getting installed in Motorola's new RAZR-Berry phone expecting to be showed at MOT analyst day come tnext Monday. MDoc will also be in over 80 phones by October, up from a total of 20 smart phones and pdas in 2004. 2004 MDoC shipped a total of 63mm in sales. Q4 2005 will be MDoC's first yr in lower priced feature phones that bring much higher volumes to the table. I believe 150mm in MDoC sales will be easily hit with a big hockey stick ramp coming q4. Motorola is expected to ship up to 12 phones using MDoC, Samsung just released the i730 last week with MDoc( they also have numerous models with MDoC), LG uses MDoC( also license our technology from Toshiba), SonyEriccison has our chip in their phones, Nokia does too(they also license from TOshiba too.

New product to hit market q4- MegaSIM card with 256MB of memory. This will allow wireless carriers to charge users for downloads of music. 800mm SIM cards were sold in 2004. Orange already signed them up. Rumor mill has Motorola using the SIM card in itunes phone and others. CEO stated that he signed up three handset OEMs already - no mention yet.

revenue growth for the company

2001 45mm

2002 65mm

2003128mm .03cts

2004 348mm .66cts

2005 est. 450mm $1.0 ..... q1 96mm .16cts q2(est) 97mm .17cts


Company hasn't missed a qtr in over 14 qtrs, conservative management, i'm expecting .18-.19cts on 100mm; Sept - November ..expecting powerful news from the company as MegaSIM comes to market, MDoC gets adopted in high volume phones like the RAZR.

Rumor mill has XMSR using their MDOC chip in their upcoming radio for q4.


After earnings the stock may dip on conservative guidance, but if you want a play on MP3 music in cell phones this is the one.

$5.45 net cash per share, $7.30 book value

Samsung, Toshiba pay royalties, Hynix and Renesas may be next, AMD is a partner, INTC may need to partner up with NAND player.

technically we need to break 23 on big volume......i think we get it July 25th

i own a boat load

To follow up, could someone give me a good read on the chart FLSH for the short, itermediate and long term.

I've spent a lot of hours studying FLSH and see no reason this stock can't hit new highs over the next 12 months. Very volatile stock - great trading vehicle.

Eliteg, my boy Adam tells me that you're the man on this board. Do us a solid, give me a report on FLSH technicals?

SNDK reports tonight - should beat number easily.

street looking for .32 cts

Hey medda,

looked at FLSH(a stock that has made me a lot of money in the past  ) and I see a possible double-bottom breakout.  So there may be a nice entry here, if it can cross with volume but with this weak climb there may be some oscillation which if broken would make a safer entry.

I guess SNDK will decide FLSH fate.  When does FLSH report?

July 25th premarket, im an owner myself

Eliteg,

Trading better volume here 375k at 11.10 am - normal volume past 40 trading days 500k

earnings pre mkt monday 25th - conf call 10am - history of this name is that it sells off after conf call on conservative guidance and then takes off. Love it with the motorola analyst day monday where blackberry killer (FLSH inside) will be showed.

Break out $23.30 - huge volume - numbers will be strong, motorola's analyst day will be catalyst for their chip.

Eliteg - give me a chart.


FLSH the next SNDK

Break out run! Good to be a newbie.

keep picking the winners.........the greed will follow......FLSH will hit 27 in the next two weeks on its way to $32.

great post.