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InvenSense, Inc. Message Board

  • sebringlad sebringlad May 2, 2014 1:32 PM Flag

    Stock Price

    It's holding up pretty good,INVN will be just fine in the long run and so will we long-term holders !!!!!

    Sentiment: Strong Buy

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    • This is about full value given the CC guidance for next quarter. That doesn't include any new information or Apple rumors. Whomever was able to get shares below 17 got a good deal.

      • 1 Reply to rmm3165
      • fscotthunt May 2, 2014 6:39 PM Flag

        Question - is inventory buildup going to continue this quarter? They didn't say they were finish and they didn't say it will continue...My belief is the buildup will continue.
        If you match the rhetoric (or lack thereof) it seems very obvious to me the buildup of inventory is for something big and I mean very big. If it continues at the past quarter's rate (I actually believe it will be more) we will have our 120m in inventory and when it is time to fulfill the order we could possibly have a quarter of revenue at 200m (80m organic plus 70m in current inventory plus the 50 added inventory this quarter).
        So my deduction is the inventory buildup is for a known order. Wearables was mentioned as a future driver. When you look at the design concept of Apple's iWatch and the numbers they deal with, I can't help myself but to think the extraordinary step to buildup inventory is for a this new customer with a new product.
        I also wonder how much of the inventory buildup impacted earnings this quarter? Perhaps the reason for the low expectation of EPS next quarter on higher revenue projections is the fact we are building up even more inventory this quarter.
        The pieces of the puzzle are scattered all over the place and the fact that the picture is not handed to us, everyone got spooked and drove the share price down.
        My only regret is that I didn't have any additional funds to add at these levels.
        My two big bets got hammered today. SWIR being the other.
        If next quarters inventory is way up then it is money in the bank. No one with any sense would bet so much on an unknown. The inventory is for a known customer with a PO!!! Bank on that!
        Patience is the name of the game reminds me of a story about 2 bulls walking down the road. They come upon a fence and peer over and see hundreds of cows. They young bull turns to the old bull and says, let's jump the fence and grab us a cow and the old bull says let's walk around the fence and get them all.

        Sentiment: Strong Buy

14.93+0.21(+1.43%)12:27 PMEST

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