Sonic Solutions (SNIC)

Sonic Solutions (SNIC)

Has been partnering with major corporations(Best Buy, Entone, And recently Iomega) , to deliver some of the best, cutting edge, consumer media solutions the market can buy.

Sonic Solutions once again exceeded analysts expectations and outperformed this quarter.

-Ethan S Olanoff

Another good earner.

Tangible book value of nothing. YoY revenue is down. Partnerships being announced sound nice but I have my doubts as to whether the customer is really demanding what they are offering. Oh yah...where is the capital spending going to come from in this economy to upgrade our internet so that it has the capacity to carry this type of content?

Strong Move Up Likely on Volatile Stock

SNIC has a too high valuation compared to its sales potential. It is also loss making at least until 2011.

Sonic is almost worthless. There is not a significant moat. Tangible book is almost 0, revenues are falling and losses are expected to continue indefinitely. Amazingly this was a 4 star stock when I red thumbed it.

insider buying

Beaten down Dvd play which should prosper when the major studio's and the consumers decide on Format. Doug H.

Change in movie industry regs allowing for DVD burning of a 1 time nature, encrypted with the same digital protection as commercially made DVDs should drive the video download demand.

SNIC is currently depressed for two reasons: the slow adoption of HD technology and the cloud hanging over the company about the stock option issues. I have no idea how the option issue will resolve itself in the very short term, but it should be resolved reasonably soon (one would think) and then will be ancient history in a few quarters. The other problem is the slow adoption of HD because of the dual formats HD DVD and Blu ray technologies. Here I think it will take a little longer to shake things out, perhaps in the 2-year time frame. As one format come out the clear winner, there should be a rapid pickup in sales.

Still I see a short term (6 month) upside to as high as 15 if the option scandal is resolved without any all too big disasters and the company has a reasonable X'mas selling season.

In the 2-4 year rang I see the price going about 3x from here to the 22-24 range.

Toast -- yummmm! Seriously, the company produces top-of-the-line software that consistently adds new features to keep up with the latest technology. Blu-Ray will most likely replace DVDs because of greater storage technology and the new Toast Titanium supports Blu-Ray drives. Other features improve audio disk creation substantially. Mac support for Tivotogo is another plus.

Financials look very good and the company has been around a long time. Current price looks nice and low.

Way oversold, excellent IP, generates cash. Will get bought out if it doesn't recover

Just check the S&P BUY Reiteration!

This stock has much to offer in the way of its own patented line, a promising product category, major contracted customers (that include RIMM and improving DELL), along with an extremely low P/E in comparison to its peers.

Another example of an overly beaten-down stock that is complying fully with the tail-end of an options investigation that will prove favorable results.

The stock value (of this more recent $20-stock) will spike signifiicantly as sales accelerate and the first signs of an upgrade, which will be sooner than later. By then it will be too late for most. Particularly those who have punished this good company.

revenue and earnings growth from new product launches leveraging Apple video deliver products (Apple TV, video ipod, etc) through Roxio branded software offerings

This is yet another exercise in buying low and selling high but let's not run into this blindly. We'd be fools to think that it would hit 20+ again just because. So ya, it's the leader in digital media software for PC and ya, it has no debt and a solid cash base but the big thing for me is that it has excellent growth prospects in the next generation of media which is headlined by high definition DVDs (BluRay & HDDVD). The new media formats will spur a new round of software upgrades for Sonic and send it northwards.

Only market is software for burning to optical media. Roxio did well because people needed multi-CDs for places. However, with the iPod, people can take their complete colletion with them without the need for CDs. And for DVDs, people don't have the need to burn them like they did for DVDs. Hard Drives are large, cheap and fast, and Flash memory capicities are going up, prices are coming down, and are also faster to write than to DVD. So it still works as the main delivery medium for Hollywood in the short term, but in the long term, that will move to broadband internet and other means like music is.

Decline of 12% over past 2 weeks makes SNIC a good buy at this point. The decline is related to voluntary stock options review.

Financially sound, good profitability and almost no debt.

Magic Formula rebound pick.

Solid company whose price has dropped in the last two weeks due to their decision to reevaluate their stock-option accounting and possibly restate earnings. It's a good time to get in a call on a company that should continue to perform well.

SNIC has a deep history of experience and expertise in digital media. They've made smart moves in transitioning from B2B to B2C product plays. Digital media will continue to occupy a bigger slice of the media pie. SNIC is well positioned to capitalize.