Tessera Technologies, Inc. (NASDAQ:TSRA)

metalgearhmn (70.67) Submitted: 2/26/2008 5:17:21 PM : Start Price: $24.39 TSRA Score: -42.96

Dropped 34 % in one day, will probably bounce back. Currently has a P/E in the mid 20s, which is a bargain compared to the low 40s it was trading in just last week.

StocKPickList (< 20) Submitted: 10/6/2007 4:53:26 PM : Start Price: $39.70 TSRA Score: -53.98

earnings and trend will make this a mover

spodieodie1 (23.51) Submitted: 9/28/2007 12:54:15 PM : Start Price: $37.73 TSRA Score: -53.82

They got cash and I do too.
They're buying back so why don't you!

FoolMe77 (90.20) Submitted: 9/18/2007 9:51:51 PM : Start Price: $37.66 TSRA Score: -53.66

From Zacks 9/10/07:
TSRA an Attractive Play on Semis
Tessera's (Nasdaq: TSRA) advanced packaging technologies have industry-wide application. June quarter top and bottom-line met consensus estimates. The licensing business has very attractive operating leverage characteristics. The firm has won five major lawsuits and now receives royalties from all of the big four in the DRAM market.
TSRA has now begun to sign royalty customers without the hassle of lawsuits. We feel the company's reputation in the court room is now paving the way for additional contracts. We continue to rate shares of TSRA a Buy.
The company strictly employs a licensing business model, selling chip packaging technologies to semiconductor and assembly manufacturers. It is the dominant player in the chip-scale package (CSP) space, a market that is expected to expand at a compound annual growth rate of 45% to 23.4 billion units by 2007 (according to Gartner Dataquest). The company has licensing agreements with Samsung and Hynix, the two largest DRAM (memory) manufacturers in the world. Together, these two companies have almost a 50% market share.

nukejohn (< 20) Submitted: 9/16/2007 10:44:01 PM : Start Price: $36.11 TSRA Score: -55.19

TSRA should settle with several remaining companies who infringe their patents by April/May of 2008.

ejs0614 (39.31) Submitted: 9/12/2007 1:25:37 PM : Start Price: $36.82 TSRA Score: -56.35

MFI

SmallPotatosPer (< 20) Submitted: 8/26/2007 4:21:49 PM : Start Price: $37.14 TSRA Score: -56.54

I'm all in...lets go !
They're buyin' $100M back

CTrading (29.51) Submitted: 8/16/2007 3:33:45 PM : Start Price: $32.28 TSRA Score: -56.22

MFI CAP 88 TOP 50 8/16/07

Takefive33 (20.34) Submitted: 6/28/2007 11:29:15 AM : Start Price: $41.34 TSRA Score: -58.71

Who said bigger is better!

keahou (< 20) Submitted: 4/30/2007 7:38:00 PM : Start Price: $42.49 TSRA Score: -61.31

Tessera Technologies, Inc. develops and licenses miniaturization technologies for the electronics industry. TSRA recently won a patant battle. They now stand to collect royalties on all DDR2. Results to outperform expectations with a vast array of customers.

WyattKaldenberg (47.48) Submitted: 4/17/2007 2:18:14 PM : Start Price: $41.70 TSRA Score: -61.56

TSRA should have a good May 3 earnings report and should pop for a few dollars.

DangerMoguls (63.32) Submitted: 2/28/2007 10:28:26 AM : Start Price: $40.16 TSRA Score: -65.02

Excellent IP play with a good portfolio. Has done a good job of getting the semi companies on board with royalties, which others (like Rambus) have struggled with in the past. Expect some medium to long-term good performance on this.

The thing to watch is to make sure that the company continues innovation and adding new IP to the portfolio. Otherwise, like every semi cycle, companies will move on to other new technologies and leave TSRA behind.

jgowing100 (78.30) Submitted: 2/2/2007 6:57:05 AM : Start Price: $42.40 TSRA Score: -64.02

Business model is low overhead, generates a ton of cash

islandmisfit (< 20) Submitted: 12/9/2006 9:05:27 AM : Start Price: $39.62 TSRA Score: -63.98

good vol./price action, may top out soon