Friday, November 2, 2007

TSRA Q3 07

good report -- upside to revenues and earnings although guidance for Q4 and 2008 was somewhat confusing. The reality is that 08 is all about the litigation -- if they win the revenue growth is huge and if they don't the stock will collapse. odds of success are high -- similar court to previous victories, same issues, etc.

over next several months this will hopefully be a big winner -- could easily be $50 in 6 months.

1 comment:

Anonymous said...

Hi, Kyle -
I was wondering if you have ever heard of Nantero and/or NRAM. They are a nano-tech company developing NRAM as a replacement for DRAM and I was wondering if you had any opinion on its potential impact on TSRA? Here's a couple of press releases about it from a while ago. http://nantero.com/pdf/Release_0406.pdf and http://nantero.com/pdf/Press_Release_11_06%20.pdf.
I've chosen to ask here instead of TSRA messenger board strictly to not get anyone negatively started on the Board for no reason.... I really enjoy and appreciate your posts and you are the only person I "know" to ask about Nantero and if its potentially competition to watch for the future....
Thanks