It maintains direct relationships with key market-leading end users of our products, including Changhong and Foxconn in China, ASUSTeK and Delta Electronics in Taiwan, Sony in Japan and LG and Samsung in South Korea.  The company is an analog integrated device manufacturer based in Greater China.

BCD Semiconductor posted $69.7 million in revenue in fiscal 2006, up 57.0% over 2005 revenue. It also posted a net loss in 2006 of approximately $4.6 million, and it lists its accumulated shareholders’ deficit at $61.4 million. As far as a more recent revenue target, it increased from $49.4 million to $69.3 million when comparing the 9-months ended September 30, 2006 and 2007, respectively, with an increase of 40.3%.

Jon C. Ogg
January 28, 2008

China Digital TV provides conditional access systems to the digital television market in China.  The company has installed its systems at 130 digital television networks throughout China.  If you have seen the Chinese stocks this week, you’ll know why the deal price got boosted.  There was strong demand for this IPO ahead of this week, but the parabolic moves on even the smallest headlines or hints may have helped put an even higher premium into the opening price today.

As this is an NYSE offering, shares should start trading shortly after the open today.

Jon C. Ogg
October 4, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he produces the SPECIAL SITUATION INVESTING NEWSLETTER and he does not own securities in the companies he covers.