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RF Micro Devices Inc. Message Board

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  • boar292hog boar292hog Jul 10, 2010 12:58 PM Flag

    5 Months Into PowerSmart

    Nice piece of info. This is a BEAR Killer not to mention a SHORT scalper application. It seems this technology has no borders and can play in every OEMs scheme at a smaller size level, more powerful/reliant level of performance at what was that? A cheaper price too!? LOL!
    Bah Bye Bears AND SHORTs! RFMD will surprise and I expect a soldi forecast going forward!

    Better cover or get COVERED! SHORTs? LOL!

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    • it is too early to count on powersmart and I certainly do not buy prid&brugs claim that it will be a gamechanger as if it will make swks and tqnt obsolete. In the past rfmd often exaggerated its new products and look today where they are. So I remain very prudent until they prove they get the majority of design wins. But here again they will tell the street: we have many new design wins without being specific. RFMD chart looks alot weaker than its pears and many tech companies and I think this tells something. So I am out for the moment and scared to build a significant position even at this low valuation and price. In the past I would already have done so but not now.

      • 2 Replies to speculamania
      • They were fairly specific in the April CC saying their largest customer has adopted PwrSmrt for a large ramp in March quarter, 2011.

        Rfmd is getting better about supplying specific insights into percentages of attachment rates and what makes up their business from a product and customer standpoint.

        Let's hope they continue to supply specifics. It is only in their interest to do so to get them over the hump of December and March as Polaris starts to decrease.

        $40 million of Polaris business is a lot replace on a quarterly basis. Maybe $10 million will come from MPG by December, and maybe $5 million from Signal Conditioning. That still leaves CPG with some heavy lifting to maintain current revenue levels for December.

        It could be another year of Rfmd asking for trust, but the last seven quarters with the exception of the 08 collapse, they've done what they said they were going to do.

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