Newsletter Watch: QuickLogic Corporation

While many newsletter advisors cover a large number of stocks in a variety of industries, Paul McWilliams takes a decidedly different approach. He narrows his focus exclusively to high technology issues and further concentrates his coverage to only a select group of stocks expected to outperform.

The result — for those stocks that do end up under McWilliams' coverage — is among the advisory industry's most in-depth and detailed coverage.

I recently asked Paul to select his favorite speculative pick for 2008, to which he replied, "My top speculation for the coming year is QuickLogic Corporation (Nasdaq: QUIK), a small firm with a market cap of just $92 million.” Here is the rest of his review.

"This is not a stock for conservative investors,” McWilliams says. “Rather, it is a swing for the fences idea with a potential upside that could be substantially over 100%."

However, he cautions that coupled with this potential upside are significant risks that investors should carefully consider.

QuickLogic, he says, has been a niche player in the programmable logic market for nearly two decades.

"Due primarily to the fact that its parts could not be erased and reprogrammed, like those offered by Altera and Xilinx, it never developed meaningful traction in broad-based FPGA markets,” McWilliams says. "Sure, QuickLogic enjoyed admirable success in certain medical, military and high reliability applications that embraced the inherent benefits of low power, high speed, instant-on capability and near perfect copy protection its unique programming technology offered, but the broader FPGA markets cared more about reprogrammability and that meant QuickLogic was left on the outside looking in."

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