Cypress Semiconductor Corp (CY)

The market is almost completely discounting the Cypress core business and it's transition out of cyclical products and into psoc and other high margin products categories. After the Sunpower spinoff I look for Cypress to reach it's fair value of at least $19. (will be about $12.00 post spinoff.)

The solar sector provides little revenue for the company but big confidence for investors...this stock hasn't experienced the action other energy stocks have so watch this one as the price becomes more indicative of the value of the stock

Cyprss is a company that is involved in the solar power technology. They also have a role in the touch technology for Apple's iPods. However the solar technology is still aways on making a big impact on the energy sector since the oil industry has such a strong hold on the energy sector, but things will change when consumers get tired of the high energy costs. That's why for this year it will underperform for this year.

This is part of the mobile internet index that Cramer is touting I looked and figured what the hay its worth a shot to see if they grow they way he thinks they will. His thesis is that the mobile internet while be as big a game changer as the original internet was. Being a CTO I do not think it will be that big a movement but it will provide enough growth for his index to work just not be the huge bust out he thinks it will be. What your looking at is replacing every cell phone and laptop with a device that can connect to the internet at broadband speeds form just about anywhere in the US. The only problem I with his choice is that he left out HP and DELL and Lenovo the big laptop makers they will have a play and I am including them in my version of the index.

It's just about time for a semiconductor run, and CY's chart looks good.

As of close of business on 12/04/2007, this was a 1-star Morningstar stock that was trading at more than double it's Morningstar fair value.

solid performer with low debt should be solid over the next few years.

Nothing to propel this up

everything seems to be well positioned for the company at this point and they seem to be on a tear right now. my only concern would be that investors could be buying this price up too quickly.

we need new forms of energy

More than 80% owned by institutional shareholders, Cy is feeling the pain caused by their recent decision not sell Sunpower, their crown jewel. This punishment may last for quite a while. When the dust will settle Cy will come back. They own more than 70% of Sunpower, a top of the line solar energy device manufacturer. Cy is working to insert their electronic in the product to increase efficiency. Meanwhile they're still active in their original market and wrote a sector profit last week albeit symbolic. Will cy distribute Sunpower shares to their shareholders or will they keep it and grow it? Both side of this coin should be profitable.

Oversold.

Even with troubles in the financial markets, CY is performing well. They should be continuing to perform well and their price will rise in the near future.
A good opportunity for even moderate risk investors.

Totally depends who wins the election. Being bullish on it is surmising alternative energy sources become in demand in the next administration.

If CNG is going to start tossing natural gas in cars, expect energy prices to go up. Private per house solar panels start to look pretty good.

Cypress Semiconductor, has been building up capacity, of there ever growing PSoC line, and CapSense is leading the way in the industry for Capacitive sensing technology, and there wirelessUSB is also a developing product line which is a great enhancement..it's in nintendo products, gyration products, logitech...

4

The CY holding in Sun Power is valued at more than the whole of CY. It is only a matter of time before the Sun Power holding is distributed to shareholders.

Low risk way to play the alternate energy (solar) sector where oil-price induced government focus will create some winners. CY own a majority of Sunpower (SPWR).

Stake in SPWR is valued at more than CY's entire market cap. Low risk way to ride the solar rocketship. See: EMC-VMW.