Frequency Electronics, Inc.

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 […]

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 […]