Nyquist Capital » ARW

Nu Horizons - Follow the Herd

Andrew Schmitt — Wed, 09 May 2007 16:07:04 +0000

I am at a complete loss to explain the markets reaction to Nu Horizons’s (NUHC) most recent quarterly results. People appear content to follow the herd for now, but the problem with being surrounded by warm bodies is it makes a quick escape impossible.

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Others Will Feel Vitesse Semiconductors Pain

Andrew Schmitt — Thu, 21 Dec 2006 10:45:44 +0000

The Vitesse (VTSS.PK) accounting debacle announced yesterday will impact other companies in the components market. My gut feeling is that other non-commodity component companies are engaging in this behavior right now. The old adage applies- if you see one roach, there are a thousand more.

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Nu Horizons - Is This Time Different?

Andrew Schmitt — Wed, 20 Sep 2006 18:53:01 +0000

All of the correlation between Nu Horizons and its competitors and suppliers has broken down. “This time is different” can be the four most expensive words an investor can use.

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Trickle Down Economics and Channel Stuffing

Andrew Schmitt — Thu, 14 Sep 2006 14:58:04 +0000

It’s very profitable for distributors - while it lasts. I examine the recent disclosures from Vitesse Semiconductor and the potential impact on their largest distributor, Nu Horizons.

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