% | $
Quotes you view appear here for quick access.

НТЕ Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • hageneriksson hageneriksson Jan 28, 2013 8:01 AM Flag

    no detailed outlook as usual - but some words of caution issued regarding gross margins

    "The Company is currently under discussion with its existing customers, as essential production partners, for the manufacturing of another LCM product, which the Company believes will continue to drive the expansion of its existing production capacity and production facilities.
    The Company’s management anticipates its customer orders would grow steadily and the existing production capacity would be expected to reach full capacity before the end of 2013, if the increases in demand for the existing production of LCMs for smartphones and tablets as well as the other new LCM product businesscontinue to hold."

    so in today's release the tone has become decidedly more cautious. Company warns of margin pressures, order fluctuations and the "reach full capacity in 2013" sentence seems to be gone. Should the company call bring no positive news I would expect the stock to trade up initially on good 2012 numbers but to give back these gains as investors digest through the outlook.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Hagen, stop making things up. Go back and listen to the last conference call and you'll hear the same thing about margins. Each quarter they've said to not expect margins to rise. They also gave margin levels for the smartphone/tablet LCMs that have already been exceeded.

      It's the same type of cautionary language that they always use.

      Sentiment: Strong Buy

    • Hagen , we do not need a news broadcaster who preaches caution all the time. What purpose are you serving. We do not need you to repeat what the earnings release states.

      If you stay, offer something that is useful.

      Sentiment: Strong Buy