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RF Micro Devices Inc. Message Board

  • bonrusso bonrusso Apr 19, 2013 12:54 PM Flag

    Calling it a DAY.......everything else is BLACK

    You can't fight them......period. All other stocks I follow are ALL BLACK but the one I really want to be BLACK this piece of CR**. Even SWKS and TQNT turned BLACK and that was enough for me.

    Both of them are not manipulated like this stock is. I assure you if SWKS got 3 upgrades it would be at $24 !!!!! That stock has had very little good news (their earnings have not been nearly as positive and more like negative as well as TQNT) and truly they trade BETTER most days then RFMD which has had so much more positive news. We have all the PUKES in this stock and it is infested wtih them.......until they leave this stock will never have a sustained run in my opinion.

    If someone told me both SWKS and RFMD were to have equally good news honestly I would jump to SWKS i a NY MINUTE because it would run and keep running.....this stock will run and DIE every time !!!! Same with TQNT if that stock every gets some good news watch it trun.......compared to those 2 stocks we have had so much better news and you would never know it most days !!!!

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    • It is trading at 2.5 times book value, which is a bit rich in this sector today. Be thankful it isn't three bucks. If they show weakness, that is where it is heading.

    • I disagree.
      Rfmd has 100 million more shares out so why should it run. Dilution = no leverage.
      Rfmd has circumstantial news, nothing concrete in earnings or revenues beyond current valuation.
      Swks has hit its numbers, and seemingly has no problem with margins.
      Rfmd addresses margin problems after they're evident, not before, and always puts six months out as the correction timeframe.
      Tqnt has shown highly leveraged runs in the past; Rfmd has not in the six years I have followed the stock.

      I think it's a mistake to lump Rfmd in with other stocks.
      Priddy destroyed the ability of Rfmd to make a run like the ones you are describing, and he continues to weaken the shares-out with share based compensation, last quarter not buying back any, not even paying down debt. Priddy changes focus every two quarters or so and his story. Maybe it's the nature of the business, but Swks does not change its story. Only now does Rfmd have what appears to be a story that might grow with the market opportunities.

      Rfmd to their credit finally realized their only chance was to correct their wrong scale and infrastructure through their revenue targets. That is going to take executing on every uptick in TAM across all segments this year and next. Then, it is going to take getting into or finding another business worth $300m a year just to keep from shrinking.

      Rfmd is far from the rosy picture some want to claim, but they are showing a good resilience to meeting challenges, especially technically. The way ahead is a full load of work, and, unless Apple happens, I think Rfmd will never exceed its basic fundamental valuations. Apple could be a perception changer larger than what Priddy did to the stock dilution.

 
RFMD
10.75+0.31(+2.97%)Oct 21 4:00 PMEDT

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