Frequency Electronics, Inc.
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Tech & Comm Services Symmetricom analysis: The company’s 3 fundamental imperatives
Symmetricom, Inc. (SYMM) To communicate the thesis, I will first briefly step through the value proposition (as I understand it) of a timekeeping solutions business like SYMM and then highlight where end-market inflection points and current business restructuring support my investment thesis. In general, a company like SYMM exists to satisfy three fundamental imperatives: Provision […]
Tech & Comm ServicesSymmetricom analysis: Why the company’s stock should recover
Symmetricom, Inc. (SYMM) detailed investment thesis The “Old SYMM” presently outweighs the new/good, and (as mentioned previously) is leveraged to traditional sync timekeeping solutions on the communications side. On the government/enterprise front, you have frequency instruments and other time and measurement solutions that are highly leveraged to the at-risk DoD spending/budget. Reversing the sign of […]