AuthenTec (Nasdaq: AUTH), the world’s leading provider of fingerprint sensors and solutions, found itself on the other side of a recently filed patent infringement case against Atrua Technologies, a privately held company that also creates fingerprint sensors and solutions.

On May 18th, 2008, Atrua filed a countersuit against AuthenTec for infringement of Atrua’s patented technology and illegal interference with Atrua’s business.

The countersuit comes only a few months after AuthenTec filed their original patent infringement lawsuit against Atrua alleging that THEY (Atrua) infringe on some of AuthenTec’s patents…

Now this is starting to get ugly, and adds more distraction and potential costs just when AuthenTec won a summary judgment only a week ago against Atmel Corp. (Nasdaq: ATML) in a similar patent protection case.

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AuthenTec (Nasdaq: AUTH), the world’s leading provider of fingerprint sensors and solutions, announced that on May 5th, 2008 the U.S. District Court of Northern California issued an order in favor of AuthenTec, ruling that its products do not infringe either of the two patents asserted in a lawsuit by Atmel Corporation (Nasdaq: ATML).

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GeoEye, Inc. (Nasdaq: GEOY) a provider of space-based and aerial imagery, and geospatial information, reported its fiscal 1st quarter 2008 earnings on Friday May 9th.

Taking Advantage of a Golden Opportunity

Let me help you understand the GeoEye story

Before the analyst conference call shares of GeoEye dipped to $16.00 a share before recovering to end the day at about $19.00 as trader’s nerves were soothed by the sweet sounds of what GeoEye’s management team had to say about the business, and felt, as do I, that right now may be the best chance to nab shares of GeoEye for the run-up that is to come.

I am hopeful that with my detailed and thorough look at GeoEye and their latest earnings release, you will begin to understand the GeoEye story more thoroughly, and see what an amazing, yet risky, investment GeoEye is at today’s levels.

When the numbers are first looked at, they don’t look good, but you need to understand what is behind those numbers. This is not a repeat of the SoundBite debacle we faced earlier in the week, but rather a nervous market misunderstanding a company that is only followed by one Wall Street analyst and gets heavy swings in momentum based on perception alone.

Things got a little rough on the GeoEye conference call, NOT because of what management did or said, but because one of the callers actually chastised management for the share price being so low, but, as with the rest of the Q/A session and prepared statements, I heard a confident, unified, and in-control management team that is doing a great job of guiding GeoEye to the next level with the launch of the next generation GeoEye-1 satellite now confirmed and on track.

What follows is a brief summary of GeoEye’s earnings announcement and conference call, along with my explanation of the numbers and what you need to know about them to fully understand GeoEye.

Look for a full and detailed analysis on GeoEye in my upcoming research report. Read the rest of this entry »

It looks like I’ll be eating my first dose of humble pie since I started PeakStocks.com about 7 months ago. In a business where if you get slightly over 50% of your picks right, you attain rock star status, it looks like we’ll be adding SoundBite to the “losing” side of the scorecard, at least for now.

SoundBite Communications (Nasdaq: SDBT), a leading provider of on-demand customer contact solutions, reported its fiscal 1st quarter 2008 earnings on Wednesday May 7th after the market closed, and to say they were bad would probably not serve the word “bad” properly.

Not only did SoundBite miss their own guidance and estimates for the first quarter, but they also LOWERED guidance for Q2/2008, AND full-year 2008, only 3 months after they had raised that same guidance.

So is it time to sell SoundBite and cut our losses? Maybe…

What follows is a brief summary of SoundBite’s earnings announcement and conference call, with my solemn thoughts at the end.

Look for a full report on their latest quarter and analyst conference call highlights in a few weeks after they release their latest 10-Q filing and I have a chance to parse the data fully. Read the rest of this entry »

I was going to wait before recommending my next addition to the portfolio until I had finished my full research report, but seeing where things stand today, the valuation combined with the business prospects make this one too juicy to pass up at today’s price.

The company is GeoEye, Inc. (Nasdaq: GEOY), a small/medium sized business that provides space-based, and aerial imagery and geospatial information through high-resolution and low-resolution imagery, imagery-derived products, and image processing services to customers worldwide.

GeoEye is the leader in a niche field with high barriers to entry, has nice growth prospects ahead of it and several upcoming catalysts that I believe put us in a highly advantageous position.

Normally I would wait until I have finished my full research report before sending out a formal recommendation of a company that I have been following and intended to recommend, but the current share price and valuation and the company’s strong niche and leadership within their field, lead me to make this recommendation now.

What follows is a brief description of the company, market, risks, and catalysts.

Look for my full research report detailing every aspect of the company in the coming weeks. Read the rest of this entry »

What:

I am initiating a third (3) BUY recommendation of SoundBite Communications, Inc. (Nasdaq: SDBT), a leading provider of on-demand customer contact solutions, at or around $4.00 per share.

Sometimes the market presents us with a deal, and we need to be ready to pounce.

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AuthenTec (Nasdaq: AUTH), the world’s leading provider of fingerprint sensors and solutions, released their Q1/2008 earnings and held their analyst conference call Monday, April 28th after the market closed.

As a result of AuthenTec’s latest earnings release as well as rapidly accelerating business trends, which go way above and beyond my expectations, I have upgraded my opinion on AuthenTec from a HOLD to a BUY.

What follows is a summary of AuthenTec’s earnings announcement, conference call highlights, and my reasons for the upgrade.

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As usual PeakStocks.com portfolio recommendation AuthenTec (Nasdaq: AUTH), a maker of patented fingerprint authentication sensors and solutions to the high-volume personal computer (PC), wireless device, and access control markets, continues to innovate and execute.

I wanted to update you on latest happenings in which AuthenTec has made an acquisition, released a brand new fingerprint sensor technology (their 3rd new sensor/enhancement since the beginning of the year), and updated their earnings expectations as a result of that acquisition.

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Boeing Gives AAR a Begrudging Acknowledgment

I suppose we can all breath a collective sigh of relief to the news that Boeing (NYSE: BA) has “officially” cleared AAR Corp. (NYSE: AIR) of any wrongdoing in their purported FAA violations in painting certain model landing-gear truck beams in ways that were not kosher. Read the rest of this entry »

A more thorough and detailed analysis of SoundBite Communication’s (Nasdaq: SDBT) last quarterly and full-year 2007 report and reevaluation of the company’s financials and fundamentals, have only reinforced my original investment thesis.

SoundBite is the dominant player in their niche (Automated Voice Messaging/Customer Contact Solutions), growing faster than their overall market and taking market share away from competitors.

In addition, their dirt cheap valuation relative to their fundamentals leaves me scratching my head as to how Wall Street can be so wrong about this company, and compels me to re-recommend SoundBite as an immediate BUY.

If you haven’t already done so, you need to add shares of SoundBite to your portfolio, here’s why: Read the rest of this entry »