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RF Micro Devices, Inc. Message Board

  • speculamania speculamania Mar 25, 2013 3:15 PM Flag

    at 300m and 330m revenues later this y

    and with GM of respectively 38 and 39 percent:

    the company will generate 10 cts and 13 cts GAAP eps

    and 19 cts and 22 cts non-GAAP eps

    this should translate in a stock price of 7 to 9

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    • No basis for the claim of 39% gross margins. Even Rfmd only claimed an improvement of $20m over a year, kicking in towards the end of this year. That is an incremental 1.6% to existing 35.5% resulting in 37.1% gross margin some time late 2013 early 2014, far beyond the market's six month discounting.

      The increased utilizations and improved product mix might get them 1% in gross margins to 36.5% this summer, and then to 38% by year end with the sourcing change.

      The non-gaap eps figures posted make no sense at all.

      The pps makes sense at $7 to mid-$8 but the market may inject a psychological component to drive the price to $9.

      Getting nine women pregnant to have a child in one month is not how it works.

 
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