Replies to post #346539 on Zeev's Turnips Patch-No Politics (ZEEV)

[Sherlock356]

Joe I have told you already that there is no link for the Capstone report. Most reseach is proprietary. Call them and maybe they will send you one. Wellington is a huge institutional money manager.....just like Fidelity or Vanguard. They are known for their small cap investing, as well as other areas. Call them if you want more info.

[opnion]

Wellington as of this filing on nov 12 2004 had no shares of Hdtv

Spartan Motors Inc Common 84681910 9113 649100 SH SOLE 649100 0 0
Spartan Motors Inc Common 84681910 1810 128900 SH SOLE 0 0 128900
Spartan Motors Inc Common 84681910 5077 361600 SH DEFINED 1 0 361600 0
Sprint Corp Common 85206110 243265 12084793 SH SOLE 12084793 0 0
Sprint Corp Common 85206110 183220 9101850 SH SOLE 0 0 9101850
Sprint Corp Common 85206110 13406 665920 SH DEFINED 1 0 665920 0
Sprint Corp Common 85206110 6051 300600 SH DEFINED 1 0 300600 0
Sprint Corp Common 85206110 8672 430800 SH DEFINED 2 0 430800 0
Sprint Corp Common 85206110 1396 69400 SH DEFINED 2 0 0 69400
Sprint Corp Common 85206110 453 22500 SH DEFINED 3 0 22500 0
Sprint Corp Common 85206110 1174 58300 SH DEFINED 3 0 0 58300
SS&C Technologies Common 85227Q10 2016 103200 SH SOLE 103200 0 0
SS&C Technologies Common 85227Q10 443 22675 SH SOLE 0 0 22675
SS&C Technologies Common 85227Q10 5 260 SH DEFINED 1 0 260 0
Stage Stores Inc Common 85254C30 14380 420200 SH SOLE 420200 0 0
Stage Stores Inc Common 85254C30 4066 118800 SH SOLE 0 0 118800
Stage Stores Inc Common 85254C30 791 23100 SH DEFINED 1 0 23100 0
Standard Microsystem Common 85362610 263 15000 SH SOLE 15000 0


I was going to post all their holdings but it is over 118 pages long in small, real small text. lol So they are a rather large outfit. If you want to register then you can go here and see them off of this link. www.secinfo.com.

[Sherlock356]

Joe...to answer your last question:

SpatiaLight, Inc. is a fabless2 manufacturer of
LCoS microdisplays for use in High Definition
televisions, rear projection monitors, near-to-eye
and other applications. The Company’s imagEngineTM
LCoS microdisplays are currently being
marketed towards OEMs of large screen High
Definition televisions. SpatiaLight has two products,
microdisplays, a set of three LCoS chips, or
display units, a set of three microdisplays that are
attached to a Fuji-manufactured light engine.
The Company currently offers two types of microdisplays,
T-1 chips, which have an active matrix
of 1280x960 pixels, and T-3 chips, which have an
active matrix of 1920x1080.

[Sherlock356]

Joe re Capstone..here are their recent (04/05) recs.

07/22/2004—Maintain Strong Buy, Raise Target Price to $8.00
11/29/2004—Downgrade to Buy, Raise Target Price to $11.00
01/14/2005—Upgraded to Strong Buy, Maintain $11.00 Target Price.

[Zeev Hed]

the LCos is the light valve, I doubt they will stay in the "light engine" (light source) business. HDTV itself terms the LCos "ImagEngine".