Zoran Corp (ZRAN)

This is a long term cyclical stock with a broad range. I feel it is near a bottom and has much more room to rise than fall. It could take awhile though thus the 2-4 yr time frame.

Stock beaten down from highs and when consumer spending picks up for this company's products, should prove a good value. Lots of cash.

History has demonstrated that when the market turns up small caps tend to out perform large caps. At 5.65/share ZRAN is selling below net cash ($300 mil equal to 8 months trailing revenues). ZRAN has the balance sheet as a floor under their current stock price and the ability to withstand a prolonged downturn. Admittedly this company who has been in existance for over 15 years has negative retained earnings on the balance sheet, a common symptom of tech stocks, check out this company if you believe that tech stocks will recover in the new 2 to 3 years.

Book value and sales per share are higher than stock price; attractive P/E, very low debt.

This one is my dark horse.

good financials. beaten down by a bad market. would be worth at least double in a good market.

market looks horrible. picking this up while it's down.

Zoran's chips are in everything -- the new DTV converter boxes from many companies that will be in great demand as we approach Feb. 2009, and it wouldn't surprise me to see their chips inside future version of devices like the Netflix Roku (the current one uses a chip from Philips). They are moving towards a settlement in the backdating accounting scandal, and made a logical acquisition of a French company recently.

Perfect storm for Zoran due to the HD ATSC versus old NTSC.

This stock has hit it's low and is going to do very well in the future. It has turned the corner, and money can be made here.

Outlook looks good with future digital imaging and other media applications

$12 could be a bottom then hold on til $25 (buy enough to sell a little)

positive earnings, solid base at 2 months now and playing the upside of the 20dma.

Leading Chip maker for digital era

This technology development company has turned a profit for two years now. The research and development team has a lot of products to carry its revenue to new hieghts.

Zoran has a very clean balance sheet. Somewhere near 50% of the market cap is sitting in cash. While the recent outlook has slowed, the company should still grow revenues by 10% plus over the next year. The stock has been oversold.

Zoran is the perfect contrarian pick as the entire semiconductor sector comes under pressure. Sure Zoran isn't going to produce triple digit revenue growth, but at 5-10% per year and a solid $1.40 in EPS this on paper looks like a killer deal. Zoran is trading at 11 times forward earnings and has a LOAD of cash, 356M or $7 per share. If you do the math they can tack on approximately $1.25 a year onto these cash totals with ~ $1.25-1.40 in EPS each year. Zoran has lost 30% in the last month on relatively no news and have more than paid their dues from a weak market. Ive always felt these sub 1B dollar market cap companies with $4 or more in cash are buyout targets.

Nero

Sagetrade

Not feeling optimistic about the chip sector in general.

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