Comments on: Trickle Down Economics and Channel Stuffing

By: 2007 July 20 archive at Nyquist Capital

2007 July 20 archive at Nyquist Capital — Fri, 20 Jul 2007 16:59:32 +0000

[...] In a trend I expect to snowball, PMC-Sierra (PMCS) announced they will begin using sell-through accounting as opposed to sell-in accounting with distributors. This is a trend which traces it’s origins back to the accounting issues at Vitesse Semiconductor (VTSS.PK). (see “The Trickle Down Economics of Channel Stuffing“) [...]

By: Nu Horizons - Follow the Herd at Nyquist Capital

Nu Horizons - Follow the Herd at Nyquist Capital — Wed, 09 May 2007 16:07:21 +0000

[...] the activities of their customers, activities that I feel are highly profitable (See “Trickle Down Economics and Channel Stuffing“), an activity that I feel is on the [...]

By: 2007 April 17 archive at Nyquist Capital

2007 April 17 archive at Nyquist Capital — Tue, 17 Apr 2007 18:46:48 +0000

[...] Trickle Down Economics and Channel Stuffing - September 14, 2006 [...]

By: Vitesse Q107 Conference Call Notes at Nyquist Capital

Vitesse Q107 Conference Call Notes at Nyquist Capital — Thu, 15 Mar 2007 14:46:44 +0000

[...] enhance margins by at least 3-4 pts. I will wager their gross margins are in the 58-59% range. As stated in the past, Nu Horizons is facing a big headwind as Vitesse rationalizes it’s [...]

By: Vitesse Investment Thesis at Nyquist Capital

Vitesse Investment Thesis at Nyquist Capital — Mon, 16 Oct 2006 18:52:27 +0000

[...] Margins go from 56% to 62% (before positive effects of better channel behavior kick in) [...]

By: Nu Horizons - Is This Time Different? at Nyquist Capital

Nu Horizons - Is This Time Different? at Nyquist Capital — Wed, 20 Sep 2006 18:53:04 +0000

[...] Nu Horizons, for any number of reasons, including a theory proposed here, has experienced a short-term surge in investor interest and positive liquidity flows. Once this subsides we will observe a classic reversion to the mean. [...]

By: Geshe Rabten

Geshe Rabten — Fri, 15 Sep 2006 16:42:26 +0000

In your disclosure, Andrew, I see that you’re a fellow Vitesse owner. As such, you might wish to add your experiential knowledge and distilled wisdom to the ONLY reputable Public Vitesse Forum extant today, whose members represent more than 4.3M shares, which is more than all but 6 institutional holders, and where you may read interviews I’ve personally conducted with both the former and current CEOs, the new CFO, and BOD member Jim Cole. Forum contributors include the most highly respected, well researched, veteran longs among retail investors. For free membership, Andrew, simply email TrueVitesse@yahoo.com. Thank you for your excellent take on channel stuffing, and we look forward to you joining us fellow Vitesse shareholders. Peace in the Journey. Respectfully, Geshe (9.15.06)

By: ChipGeek

ChipGeek — Thu, 14 Sep 2006 18:26:30 +0000

Awesome piece. Nice work, made even more interesting by the fact that NUHC is near 52-week highs.