why is this floundering and mu and himx and others doing well ??
they must be net debt positive now and feb must have been a disaster month but still lowest this year
how is chipbond stock doing ..each month compnay will get more cash .. and forward p/e should now be less than 5 ...
I think we'll finally start heading up again in the upcoming weeks and months.
January was weak and February will probably have similar revenue (though relatively speaking will be much better because it was a much shorter month due to Chinese New Year), but March and April I expect will be very strong. DRAM prices have been up every single day for a while now and there have been news stories suggesting LCD driver supply will be tight for the next couple months. We're seeing more business coming online from Micron, and new customers like Renesas/RSP. AKM business is ramping.
Of course also there's the Emerging Markets listing soon, and we have earnings coming soon as well. The fourth quarter was ok and even the weak first quarter will still be strongly profitable and will include a big FX gain. The second quarter will probably be excellent.
Mosel has sold most of their stock. Maybe we'll be done with them soon.
There's a good chance we finally see another buyback after the Emerging Market listing, and at this price they could get quite a lot of shares for not much money.