9 cents for June and guide 10 to 11 for September. They'll get to $300m for June and 36%.
I also believe this scenario sets up the best management of expectations for September and posts another milestone to a steady track record improving.
Just $310m at 36.5% for September gets them their eps guidance of 10 to 11, and the market will sense they're being conservative. PPS could go to or past $6.50 near term as a result.
quite possible but with 11 cts in Sep and the stock at $6.5, which is plus 21% on Friday's close of $5.37, the forward p/e will be 14. With the same metric and eps of 0.62 Swks should be at $34.7 or 45% higher than today. So the higher potential is with Swks at least theoretically.
I like RFMDs chances and their relationship with NOKIA. I like NOKIAs forward outlook based on their systems build out business in Russia. I would have to believe that NOKIS being next door to Russia that they have a leg up on selling their phones in Russia.