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  • help4all1332 help4all1332 Nov 3, 2009 1:59 AM Flag

    RFMD management hinted a disconnect

    Listen to CC again. RFMD management barket at some analysts who did not understand RFMD business and progress. Basically, they called it a disconnect between earnings and PPS.
    Who is blamed for this scenario? I guess analysts.

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    • Indeed, disconnects between Rfmd mgmt and the analyst community go back at least 8 conference calls. It's been a source of friction, and Rfmd only now is seeing the analysts don't have as much power as they might once have had, in either direction.

      Although a few analysts are coming around now to the new Rfmd story, one has to wonder how deep the hole Rfmd dug for itself, how long it will take Rfmd to fill it, and whether they can prove they won't dig themselves another one.

      I think July 1, 2010 marks a turning point for the company's balance sheet, and three more quarters might be time enough to build faith.

      Svs8100 refers to the turnaround story and Rfmd needing six quarters of proving itself cured, which puts the problem out to the end of 2010.

      Svs8100 might be right.

      • 1 Reply to monrio1
      • Searched for some old posts. Three quarters ago, Rfmd was trading right where it is now. I suggested July 1, 2010 might be the turning point for when the share price perception would change. I guess we'll find out Wednesday after the CC if Puxatawney Rfmd will have six more quarters of winter. LOL.
        ..........................................................


        Re: RFMD management hinted a disconnect 3-Nov-09 05:03 am
        Indeed, disconnects between Rfmd mgmt and the analyst community go back at least 8 conference calls. It's been a source of friction, and Rfmd only now is seeing the analysts don't have as much power as they might once have had, in either direction.

        Although a few analysts are coming around now to the new Rfmd story, one has to wonder how deep the hole Rfmd dug for itself, how long it will take Rfmd to fill it, and whether they can prove they won't dig themselves another one.

        I think July 1, 2010 marks a turning point for the company's balance sheet, and three more quarters might be time enough to build faith.

        Svs8100 refers to the turnaround story and Rfmd needing six quarters of proving itself cured, which puts the problem out to the end of 2010.

        Svs8100 might be right.

 
RFMD
16.59-0.35(-2.07%)Dec 31 4:00 PMEST