Last updated: May 9, 2014

Intrinsyc Software - Research Coverage
Wireless industry and investment banking reports covering the 12 year period that I was involved with the company

[Note: I no longer cover Intrinsyc on this web site]

 

2008

Haywood Securities, Ralph Garcea, November 20, 2008
"Intrinsyc Signs Latin American Destinator SLA"

Haywood Securities, Ralph Garcea, November 19, 2008
"Q3 Results and Outlook: Royalties Grow While Services Lag"

GMP Securities, Sera Kim, November 17, 2008
"Lower Visibility Significantly Increases Risk Profile Given Cash Burn, Downgrading to Spec Buy"

Raymond James, Steven Li, November 17, 2008
"Slower-than-Expected Soleus Ramp: Downgrading Rating and Target"

Canaccord Adams, Peter Misek, November 14, 2008
"Reduced Visibility + CEO Departure: Downgrade to Sell"

Paradigm Capital, Barry Richards, November 14, 2008
"Outlook is Diminished Materially"

Canaccord Adams, Peter Misek, November 13, 2008
"CEO Departs After a Very Difficult Year: Placing Rating & Target Under Review"

GMP Securities, Sera Kim, November 13, 2008
"Glenda Dorchak Leaves CEO/Chairman Post; Tracy Rees, COO, Appointed Interim CEO"

Haywood Securities, Ralph Garcea, November 13, 2008
"Intrinsyc Shuffles the Board and Changes the CEO"

Haywood Securities, Ralph Garcea, November 13, 2008
"Soleus Transit SLA with GPS-E"

 

ABI Research - October 29, 2008
"On-board Handset-based Navigation Software Vendor Matrix Ranking"

 

GMP Securities, Sera Kim, October 30, 2008
"October Shaping as Planned"

Haywood Securities, Ralph Garcea, October 29, 2008
"Destinator for Symbian, Gateway to India"

Haywood Securities, Ralph Garcea, October 20, 2008
"Intrinsyc Confirms its SiRF Engagement and Soleus Royalty Revenues"

Haywood Securities, Ralph Garcea, October 10, 2008
"Shanghai Regantek Launches Soleus Powered Smartphone"

 

Canaccord Adams, Peter Misek, September 23, 2008
"Intrinsyc Restructures Operations"

Evergreen Capital, Ranjit Narayanan, September 23, 2008
"Restructuring Extends Runway"

GMP Securities, Sera Kim, September 23, 2008
"Restructuring Aimed at Preserving Cash; Execution Remains Critical to Soleus Ramp Story"

Haywood Securities, Ralph Garcea, September 23, 2008
"Intrinsyc Restructures Operations to Drive Business Success"

 

Canaccord Adams, Peter Misek, September 19, 2008
"Intrinsyc Signs Destinator Software License Agreement"

Haywood Securities, Ralph Garcea, September 19, 2008
"Leading Mobile Device Developer Selects Destinator Navigation Software"

 

Canaccord Adams, Peter Misek, August 13, 2008
"2Q/08: In-Line Results and Guidance"

GMP Securities, Sera Kim, August 13, 2008
"2Q:08 Results: Soleus Devices Experiencing Delays"

Haywood Securities, Ralph Garcea, August 13, 2008
"2Q/08 InLine: Soleus Royalties to Begin in 2H/08"

Paradigm Capital, Barry Richards, August 13, 2008
"2Q/08: Modest Improvements Not Good Enough inTough Market"

Raymond James, Steven Li, August 13, 2008
"F2Q08: Soleus to Ramp to 2H"

 

Haywood Securities, Ralph Garcea, July 16, 2008
"Intrinsyc and NavTeq Sign Map Distribution Agreement"

 

Canaccord Adams, Peter Misek, July 10, 2008
"Intrinsyc Closes Destinator and Introduces Guidance"

GMP Securities, Sera Kim, July 10, 2008
"Resuming Coverage Subsequent to Destinator Acquisition, Attention Continues to Focus on Soleus"

Haywood Securities, Ralph Garcea, July 10, 2008
"Destinator Deal Closes, Accretive Opportunities Begin"

Raymond James, Steven Li, July 10, 2008
"Intrinsyc Closes Destinator Acquisition"

 

Haywood Securities, Ralph Garcea, July 2, 2008
"Destinator Carve-Out Goes to Court the Week of July 7th"

 

Haywood Securities, Ralph Garcea, June 27, 2008
"Intrinsyc Launches Soleus 3G, and a Symbian Update"

 

Raymond James, Steven Li, June 23, 2008
"Nokia Acquires Symbian, Plans to Make OS Royalty Free"

 

Canaccord Adams, Peter Misek, June 12, 2008
"Launch of First Soleus Based Device"

Haywood Securities, Ralph Garcea, June 12, 2008
"Mitac Launches First Soleus Based Device"

 

Canaccord Adams, Peter Misek, June 6, 2008
"Morning Coffee - Intrinsyc buying opportunity"

 

Canaccord Adams, Peter Misek, May 21, 2008
"Key Take-aways from Destinator Filings"

Canaccord Adams, Peter Misek, May 21, 2008
"Brief sheet on the Destinator Acquisition"

Haywood Securities, Ralph Garcea,May 21, 2008
"Destinator Acquisition - GPS and Navigation Software"

Raymond James, Steven Li, May 21, 2008
"Intrinsyc Plans to Acquire Destinator Assets"

Canaccord Adams, Peter Misek, May 20, 2008
"A Game Changing Acquisition"

 

Canaccord Adams, Peter Misek, May 15, 2008
"Who Doesn't Love Averaging Down?"

Haywood Securities, Ralph Garcea,May 14, 2008
"Q1 Driven By Services, Soleus Royalties to Come"

Paradigm Capital, Barry Richards, May 14, 2008
"Good Revnue Growth But a Long Way From Breakeven"

Canaccord Adams, Peter Misek, May 14, 2008
"Trimming Target on Near Term Contract Issues, Long Term Thesis Intact"

Raymond James, Steven Li, May 14, 2008
"Upgrading Following Share Price Decline"

 

Raymond James, Steven Li, April 11, 2008 (Resuming coverage)
"Creating New Possibilities"

 

Canaccord Adams, Peter Misek, March 24, 2008
"Intrinsyc Stub Q4 - OK Results, 2008 Soleus Story Beginning to Unfold"

Haywood Securities, Ralph Garcea, March 24, 2008
"Intrinsyc Stub Q4 - Quarter a Bit Light, Growth Story Intact"

Paradigm Capital, Barry Richards, March 24, 2008
"Poor Results Over Shadowed By Recent Design Wins"

GMP Securities, Sera Kim, March 24, 2008
"Intrinsyc Stub Q4 - Transition Period Results In Line, Soleus on Track for Royalty Revenues in 2H08"

MGI Securities, Ranjit Narayanan, March 24, 2008
"Intrinsyc Stub Q4 - Look Beyond Near Term Results"

 

GMP Securities, Sera Kim, March 3, 2008 (initiating coverage)
"Intrinsyc Software - Reaping The Rewards"

 

MGI Securities, Ranjit Narayanan, February 19, 2008
"Mobile World Congress Takeaways Confirms Thesis"

 

Paradigm Capital, Barry Richards, February 8, 2008 (initiating coverage)
"Intrinsyc Cellphone Rocket Science"

MGI Securities, Ranjit Narayanan, February 8, 2008 (initiating coverage)
"Samsung Deal Potentially Game Changing for Intrinsyc"

 

Canaccord Adams, Peter Misek, January 30, 2008
"Samsung Licenses Intrinsyc"

 

Canaccord Adams, David Pescod, January 9, 2008
"Intrinsyc Software is Peter Hodson's (Sprott Asset Management) #2 stock pick for 2008"

Canaccord Adams, Morning Coffee, January 8, 2008
"Intrinsyc Announces Deal with MSI for Soleus Powered Handsets"

Haywood Securities, Ralph Garcea, January 8, 2008
"Intrinsyc Software - MSI 5608 First Soleus Based Phone Unveiled"

 

2007

Canaccord Adams, Peter Misek, December 10, 2007
"Intrinsyc Announces Joint Development Agreement With Teir 1 OEM"

Raymond James, Sera Kim, November 21, 2007
"Intrinsyc Announces a 5th Design Win for Soleus"

Canaccord Adams, Peter Misek, November 20, 2007
"Intrinsyc Software - Soleus Wins Keep Coming"

GMP Securities, Ray Sharma, November 14, 2007
"Intrinsyc Software - Announces 4th Soleus Design Win"

Haywood Securities, Ralph Garcea, November 14, 2007
"Intrinsyc Software - Quanta Computer Licenses Soleus Platform"

Canaccord Adams, Peter Misek, November 9, 2007
"Intrinsyc Software - Fiscal Q4 2007 - Confidence in the pipeline; on track for a strong 2008"

GMP Securities, Ray Sharma, November 9, 2007
"Intrinsyc Software - Fiscal Q4 2007 results slightly ahead; Soleus ramp remains focus"

Haywood Securities, Ralph Garcea, November 9, 2007
"Intrinsyc Software - Fiscal Q4 2007 Results in line, Outlook focused on Asia"

Raymond James, Sera Kim, November 9, 2007
"Fiscal Q4 2007 Results In Line; Soleus Remains On Track"

Haywood Securities, Ralph Garcea, November 6, 2007 (initiating coverage)
"The Right OS at the Right Price"

GMP Securities, Ray Sharma, October 19, 2007
"Intrinsyc Software - Update"

GMP Securities, Ray Sharma, July 18, 2007 (initiating coverage)
"Intrinsyc Software - The Soleus Flex"

Canaccord Adams, Peter Misek, July 12, 2007
"Intrinsyc Software - Fiscal Q3 2007 Review"

Raymond James, Sera Kim, July 12, 2007
"Intrinsyc Software - Fiscal Q3 2007 Review"

Northern Securities, Dennis dos Santos, July 12, 2007
"Intrinsyc Software - Fiscal Q3 2007 Earnings Review"

Canaccord Adams, Peter Misek, July 6, 2007
"Intrinsyc Software - Fiscal Q3 2007 Preview"

Canaccord Adams, Peter Misek, May 24, 2007 (initiating coverage)
"Intrinsyc Software Poised For Growth"

Northern Securities, Dennis dos Santos, April 11, 2007
"Intrinsyc Software - Fiscal Q2 2007 Earnings Review"

Raymond James, Sera Kim, April 2, 2007 (initiating coverage)
"Intrinsyc Software - A Window of Opportunity with Soleus"

Northern Securities, Dennis dos Santos, March 28, 2007
"Intrinsyc Secures Design Win for the Soleus Platform"

Northern Securities, Dennis dos Santos, January 12, 2007
"Intrinsyc Software - Fiscal Q1 2007 Review. Soleus is Launched, is Customer Acceptance on the Horizon?"

451 Group, Tony Rizzo, January 3, 2007
"Intrinsyc Prepares to Launch its New Mobile OS, Soleus - Should Linux Vendors Worry?"

 

2006

Northern Securities, Dennis dos Santos, December 18, 2006
"Intrinsyc Software - With Tax-Loss Selling Over, Positive Catalysts Move to the Forefront"

Northern Securities, Dennis dos Santos, November 9, 2006
"Intrinsyc Software - Fiscal Q4 amd Year End 2007 Earnings Review"

Northern Securities, Dennis dos Santos, July 25, 2006
"Intrinsyc Software - New Chairman and CEO"

Northern Securities, Dennis dos Santos, July 19, 2006
"Intrinsyc Software - Cellon Signs Soleus MOU"

Northern Securities, Dennis dos Santos, July 12, 2006
"Intrinsyc Software - Fiscal Q3 2006 Earnings Review"

Northern Securities, Dennis dos Santos, June 20, 2006
"Intrinsyc Software - Potential EMS/ODM Partners"

451 Group, Tony Rizzo, June 15, 2006
"Intrinsyc Lands its First Major OS Licensing Deal"

451 Group, Tony Rizzo, April 27, 2006 (initiating coverage)
"Intrinsyc Eyes Other Sources of Mobile OS Revenue with its New Soleus Platform"

Northern Securities, Dennis dos Santos, March 31, 2006 (initiating coverage)
"Plenty of Intrinsyc Value"

IDC, Geoff Blaber, February 2006
"IDC Opinion - Intrinsyc's Soleus Platform"

Current Analysis, Michael Ransom, February 15, 2006
"3GSM World Congress: Intrinsyc Launches Windows CE Platform for Feature Phones"

Ovum, Tony Cripps, January 11, 2006
"Case Study: Intrinsyc Puts Microsoft's Feature Phone Software to the Test"

 

Older

Yorkton Securities, Farhan Syed, April 4, 2002
"Intrinsyc Software - Quarterly Outlook"

Haywood Securities, April 3, 2002
"Intrinsyc Software - Intelligent Connected Devices"

Yorkton Securities, Farhan Syed, March 28, 2002
"Intrinsyc Software - Q2 Results Lower Than Forecast, Expect Positive Momentum Going Forward"

Yorkton Securities, Farhan Syed, March 14, 2002
"Intrinsyc Software - New Distribution Arrangement Signed With Avnet"

Yorkton Securities, Farhan Syed, February 15, 2002
"Intrinsyc Software - Company Signs $5M Deal, Largest Ever"

Illuminata, James Governer, July 30, 2001
"Intrinsyc Software - Opening Windows"

Yorkton Securities, Farhan Syed, July 17, 2001
"Intrinsyc Announces Licensing Win With BEA Systems, Increasing Recommendation"

Yorkton Securities, Farhan Syed, April 12, 2001
"Intrinsyc Software - Company Update"

LOM Limited, Wayne Phipps, January 12, 2001
"Intrinsyc Reports Q1 2001 Revenues of $1.65 Million"

LOM Limited, Wayne Phipps, November 13, 2000
"Intrinsyc Software In Depth Review"

Yorkton Securities, Farhan Syed, November 9, 2000
"Intrinsyc Software - Next Generation Networking Software"

LOM Limited, Wayne Phipps, October 26, 2000
"Intrinsyc Reports Another Record Quarter and Delivers on a Number of Strategic Objectives"

LOM Limited, Wayne Phipps, October 19, 2000
"Intrinsyc Attracts Yet Another A-List Revenue Generating Customer"

LOM Limited, Wayne Phipps, August 16, 2000
"Ford Engages Intrinsyc to Provide Networks Solutions for Manufacturing Facilities Around the World"

Yorkton Securities, John Panchuk, March 31, 1998
"Intrinsyc Software - Company Update"

Dlouhy, Michel DeLavergne, March 1998
"Intrinsyc Software - Company Update"

ARC Automation Strategies, November 1997
"Information Technology Adoption Strategies"

Canaccord Capital, Brook Riggins, October 22, 1997
"Intrinsyc Software - Special Situations Update"

 

 

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