Headquartered in Aliso Viejo, California, Smith Micro Software Inc. is a leading developer and marketer of wireless and broadband communication. They also develop and market PC utility and diagnostic and ecommerce software products and services. Trading on NASDAQ, their software products and services find use across several platforms including Windows, Pocket PC, Mac, Palm, UNIX, and Linux. The company’s cross-platform software products are for personal computing and enterprise business solutions.

Smith Micro focuses on Internet and broadband technologies. Their products enable wireless communications, eBusiness, Internet communications (voice-over-IP), and video conferencing. In addition, they enable network faxing, as well as traditional computer telephone processes.

The company continually develops state-of-the-art communications software for the wireless industry. Their compression software solutions enable compression, security, and archiving of data including JPEG, MPEG, and MP3 platforms. Their compression technology StuffIt® is an industry standard and has been since 1986. The company’s new StuffIt

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Zacks senior semiconductor industry analyst Abdul Saleh was on hand recently to give us his updated viewpoint of this sector. He even told us what his top three semi Buy-recommended stocks are at this time.

What’s new in the semiconductor industry lately?

With a slowdown in the domestic economy, the chip companies are looking globally -- notably Russia, India, China and South America -- for growth, where the demand for technology is growing at a healthy 30-40% clip. In fact, Intel’s (INTC) CEO Craig Barrett was interviewed recently on this subject and reiterated this viewpoint.

The Street has not bought this thesis as yet, but if the numbers turn out to be what the companies are projecting, it may be positive for investors. Also, we got some exposure with the media in this sector -- I, myself did an IBD interview on Atheros (ATHR) recently -- and our

...

Zacks senior semiconductor industry analyst Abdul Saleh was on hand recently to give us his updated viewpoint of this sector. He even told us what his top three semi Buy-recommended stocks are at this time.

What’s new in the semiconductor industry lately?

< ?DART(15);?> With a slowdown in the domestic economy, the chip companies are looking globally -- notably Russia, India, China and South America -- for growth, where the demand for technology is growing at a healthy 30-40% clip. In fact, Intel’s (

...

Zacks senior semiconductor industry analyst Abdul Saleh was on hand recently to give us his updated viewpoint of this sector. He even told us what his top three semi Buy-recommended stocks are at this time.

What’s new in the semiconductor industry lately?

With a slowdown in the domestic economy, the chip companies are looking globally -- notably Russia, India, China and South America -- for growth, where the demand for technology is growing at a healthy 30-40% clip. In fact, Intel’s (INTC) CEO Craig Barrett was interviewed recently on this subject and reiterated this viewpoint.

The Street has not bought this thesis as yet, but if the numbers turn out to be what the companies are projecting, it may be positive for investors. Also, we got some exposure with the media in this sector -- I, myself did an IBD interview on Atheros (ATHR) recently -- and our

...

May quarter revenue for National Semiconductor Corp. (NSM) was in-line with consensus expectations, although the EPS exceeded. Both order rates and backlog picked up in the last quarter and distributor inventory levels remain low.

Forward revenue guidance is flat-to-up 3% Q1. New higher-margin products continue to grow in the mix, and management has refocused R&D into areas that should sustain these margins and even expand from current levels. Valuation remains attractive in our opinion. Consequently, we are reiterating our Buy rating on NSM shares.

National Semiconductor has refocused its business on supplying higher margin analog integrated circuits (IC) to some of the fastest-growing markets, including wireless handsets, notebooks, networking and flat panel displays. The company is a top provider of power management components and amplifiers.

Overall bookings for NSM were up both sequentially and year-over-year. We estimate that the book-to-bill ratio was around 1.05. The company is generating steady gross margins

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