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Qorvo, Inc. Message Board

  • monrio1 monrio1 Jul 6, 2010 4:00 PM Flag

    How Long Does It Take Rfmd To Adjust

    Did JPM say that after June 15th the handset orders started to decline?

    Does that make for one bad quarter operationally for Rfmd, the September quarter?

    Certainly, by October 1 they will be back in balance, and probably turning earnings numbers similar to last December.

    Conclusion: earnings will continue and so will FCF, just maybe not as robust as March indicated.

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    • I wonder if RFMD was affected at all by NOK. They are selling their low cost stuff....they sure don't want to surrender anymore market share than they have already lost by creating a supply shortage on there 3G's....IE smartphones....
      Wall St. is shameless....seems the prgoram trading stops at exactly 1241 hrs pacific time so prices can round off..pump up for the next days CREATED volatility.....

 
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