PLAY

From: "harish rao" Date: Wed Feb 1, 2006 7:00 am Subject: RE: [stock_sharks] CKCM, AMD, GOOG, OVTI


Ahu,
I would check out Play(Portal Player). They are the primary provider of soc chips for Mp3 players, the market for which is growing at 40%. They are providing chips to sndk, aapl and have a design win with philips.
Also, there are is a talk that they are coming with up PMD devices and a tie up with microsoft. They have 6+$ cash for every share, no debt and a very low forward looking PE.

Thanks
Harish