Investors Corner Archives

Oct. 19, 2007 by AskAME.com

Cypress Semiconductor has been outperforming the S&P 500 for months now and has been hitting new highs while other stocks in the chip making sector have been flat lining.

Upon investigating the source of the price imbalance AskAME.com discovered that the secret was a solar panel chip technology company, publicly traded, of which Cypress is a majority owner. Furthermore that little solar company reported earnings yesterday and it is up over 250% year-over-year.

Here are the Fidelity & Charles Schwab (exactly the same) description of CY, “Cypress Semiconductor Corporation (CY) provides silicon-based products andsolutions. It offers programmablesystem-on-chip (PSoC) products, universal
serial bus (USB) controllers, wirelessUSB, programmable clocks, and RoboClock family of clock buffers, as well as programmable-radio-on-a-chips.”

TDAmeritrade sheds a little light on this stock’s more direct solar connection, “Cypress Semiconductor Corporation (Cypress) delivers mixed-signal, programmable solutions. The Company’s offerings include the programmable system-on-chip products, universal serial bus controllers, general-purpose programmable clocks and memories. It also offers wired and wireless connectivity solutions. It serves numerous markets, including consumer, computation, data communications, industrial and, through its subsidiary SunPower Corporation (SunPower), solar power. It operates in five business segments: Consumer and Computation Division, Data Communications Division, Memory and Imaging Division, SunPower and Other. During the fiscal year ended January 1, 2006 (fiscal 2005), it acquired SMaL Camera Technologies, Inc. and also acquired Cypress MicroSystems. In March 2007, it completed the sale of its Silicon Valley Technology Center, to Oak Hill Capital Partners and Tallwood Venture Capital. During fiscal 2007, SunPower completed the acquisition of PowerLight Corporation.”

Aside from the obvious silicon chip manufacturing angle (photovoltaic solar panels are made of specialized silicon chips) Cypress has been ahead of the curve on solar energy by purchasing or spinning off SunPower Corporation (Nasdaq: SPWR).

SunPower Corporation engages in the design, development, manufacture, and
marketing of solar electric power products primarily in the United States, Germany,and Asia.

This little gem released their quarterly report Oct. 18th, 2007. Here are the highlights:

* Q3 2007 revenue of $234.3 million, up 258.6 percent year on year – 466-megawatt solar cell Fab 2 dedicated and production ramping on first two lines
* Achieved 20.1 percent efficiency world record for mass produced solar panel
* $24.7 million, three-year Solar American Initiative agreement signed with U.S. Department of Energy
* Dedication of first of 28 Macy’s solar electric systems in California – 18-megawatt Olivenza Spanish solar power plant order booked in October

Todays pullback in the markets provides a buying opportunity for both stocks. CY and SPWR are were both trading at 52 week highs yesterday. I suspect the solar connection is what has propelled CY above other semiconductor makers catagorized along with it. This incorrect analogy creates an informational imbalance that suggests Cypress will continue to be a low risk high reward stock pick.

SPWR certainly represents a higher risk with a much lower capitalization than its parent company, however it has proven itself to be a highly profitable company with tremendous upside should the cost of traditional sources of energy remain high or continue to climb.

Semiconductor makers as a group have moved sideways over the same period of Cypress Semiconductors meteoric rise.

Cypress Semiconductor 1 year performance vs. Semiconductor Sector & S&P500

Note below how the Cypress Semiconductor price has climbed…

Cypress Semiconductor (CY) 3-Year Growth Chart

…virtually in tandem with its subsidiary Sun Power (which went public in late 2005).

Sunpower (SPWR) 3-Year Growth Chart (public in 2005)

Click To Enlarge Chart.




Here’s a company I’ve been buying and selling for 3 years now.

As nanotechnology as a buzz word ebbs and flows so does this stock. The company though continually leads in providing profits for companies in the energy sector.

Read the latest news on UTEK Corp. below:

World Energy Solutions Acquires Hydrogen Safe Technologies, Inc. from UTEK Corporation

2:00a ET October 3, 2007 (Business Wire) UTEK Corporation (AMEX:UTK) (LSE-AIM:UTK), a technology transfer company focused on open innovation, and World Energy Solutions (OTCBB:WEGY), a company engaged in the business of energy conservation and environmental sustainability, are pleased to announce that World Energy Solutions, Inc. has acquired Hydrogen Safe Technologies, Inc., a wholly owned subsidiary of UTEK Corporation, in a stock transaction.

Hydrogen Safe Technologies, Inc. contains an exclusive, worldwide license to a hydrogen sensor technology developed by researchers at the University of South Florida. Originally funded by NASA, this unique sensor uses nanowires and nanoparticles as the sensing element. We believe that coating these devices with nanostructure materials may allow hydrogen detection in near real time.

“World Energy Solutions is enthusiastic about this technology and its potential to help expand our proprietary position in the energy conservation field,” said Benjamin Croxton, Chief Executive Officer at World Energy Solutions.

“UTEK is pleased to consummate this technology transfer with World Energy Solutions,” said Joel Edelson, Vice President of Technology Licensing at UTEK Corporation.

About World Energy Solutions, Inc.

World Energy Solutions, Inc. is an energy services company and electronics manufacturer. WES’s primary business focus is the development of technology for lowering electrical, gas and water usage for commercial, government and residential facilities. As a manufacturer of transient voltage surge suppressor systems, WES uses cutting-edge technologies and design standards to provide its customers with full lifetime warranties on its products. For more information about WES, please visit its website at www.wesinc.net.

About UTEK Corporation

UTEK(R) is a technology transfer company focused on open innovation. UTEK’s services enable companies to acquire externally developed technologies from universities and research laboratories worldwide. In addition, UTEK provides services to help companies create value from their intellectual property. UTEK is a business development company with operations in the United States, United Kingdom and Israel. For more information about UTEK, please visit its website at www.utekcorp.com.

Forward-Looking Statements

Certain matters discussed in this press release are “forward-looking statements.” These forward-looking statements can generally be identified as such because the context of the statement will include words, such as UTEK or World Energy Solutions “expects,” “should,” “believes,” “anticipates” or words of similar import. Similarly, statements that describe UTEK’s or World Energy Solutions future plans, objectives or goals are also forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties, including the financial performance of UTEK or World Energy Solutions, as appropriate, and the valuation of UTEK’s investment portfolio, which could cause actual results to differ materially from those currently anticipated. Although UTEK and World Energy Solutions believe the expectations reflected in any forward-looking statements are based on reasonable assumptions, it cannot give any assurance that its expectations will be attained. Shareholders, potential investors and other readers are urged to consider these factors carefully in evaluating any forward-looking statements. Certain factors could cause results and conditions to differ materially from those projected in these forward-looking statements, and some of these factors are discussed below. These factors are not exhaustive. New factors, risks and uncertainties may emerge from time to time that may affect the forward-looking statements made herein. These forward-looking statements are only made as of the date of this press release and both UTEK and World Energy Solutions do not undertake any obligation to publicly update such forward-looking statements to reflect subsequent events or circumstances.

UTEK’s operating results could fluctuate significantly due to a number of factors. These factors include the small number of transactions that are completed each quarter, the value of individual transactions, the timing of the recognition and the magnitude of unrealized gains and losses, UTEK’s dependence on the performance of companies in its portfolio, the possibility that advances in technology could render the technologies it has transferred obsolete, the loss of technology licenses by companies in its portfolio, the degree to which it encounters competition in its markets, the volatility of the stock market and the volatility of the valuations of the companies it has invested in as it relates to its realized and unrealized gains and losses, the concentration of investments in a small number of companies, as well as other general economic conditions. As a result of these and other factors, current results may not be indicative of UTEK’s future performance. For more information on UTEK and for a more complete discussion of the risks pertaining to an investment in UTEK, please refer to UTEK’s filings with the Securities and Exchange Commission.

SOURCE: UTEK Corporation

UTEK Corporation, Tampa Tania Bernier, 813-754-4330 x 223 (USA) or Bankside Consultants (UK) Steve Liebmann or Simon Bloomfield, + 44 (0) 20-7367-8883 or World Energy Solutions Benjamin Croxton, 727-525-5552


Solar Panel Makers Form Powerful Energy Lobby

Group to be Led by 5-Term Congresswoman

Top Photovoltaic Manufacturers and Installers Form The Solar Alliance to Accelerate Solar Policies in the States
9:00a ET September 12, 2007 (PR NewsWire)

The leading U.S. solar electricity module manufacturers and systems integrators announced today that they had joined forces to form The Solar alliance and appointed the Hon. Claudine Schneider, former five-term U.S. congresswoman from Rhode Island, as the group’s first president.

The Solar Alliance will focus its efforts on supporting state lawmakers, regulators and utilities in their efforts to establish more effective solar policies and programs throughout the United States.

Inaugural members of The Solar Alliance include: American Solar Electric, BP Solar, Conergy (CEYHF.PK), DT Solar, Energy Innovations, Evergreen Solar (NASDAQ ESLR), First Solar (FSLR), Kyocera Solar (NYSE KYO), Mitsubishi Electric, MMA Renewable Ventures, PPM Energy, Inc. REC Solar, Sanyo Energy (TYO-SANYY), Schott Solar, Sharp Solar, SolarWorld, SPG Solar, Sun Edison, SunPower (SPWR), Suntech (NYSE STP), United Solar and Xantrex (XTX.TL).

“Solar energy has captured the imagination of a diverse group of businesses and homeowners around the country as a way to gain control over electricity prices and contribute positively to the environment at the same time,” said Claudine Schneider, President of The Solar Alliance. “We want to offer our experience and assistance to the governors, state legislators and regulators as they devise policies and programs to respond to the growing demand for solar by their constituents. It is also our intention to form coalitions with corporations, grass roots organizations, academic institutions as well as local governments that advocate solar energy so that we may all speak with one, stronger voice.”

“We are extremely grateful to have been able to attract such an experienced policymaker as Claudine Schneider to be our president,” said Mark Farber, vice president of strategic planning for Evergreen Solar and chairman of the board of The Solar Alliance. “In addition to her five terms in Congress, where she authored legislation that advanced energy efficiency and renewable energy in the U.S., she has been a strategic advisor to a variety of renewable energy groups, including National Grid, EPA Climate Leaders, the Center for Resource Solutions, the American Solar Energy Society and the Climate Institute. Her experience and contacts will be invaluable to us as we work to help the states adopt cost-effective solar policies.”

In addition to its efforts with the states, The Solar Alliance works closely with the Solar Energy Industries Association and supports that group’s efforts to pursue solar policies on a national level.

SOURCE The Solar Alliance