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InvenSense, Inc. Message Board

  • flighit7 flighit7 May 4, 2014 6:51 PM Flag

    Inventory (PLEASE Corrert me if I am wrong)

    I am not sure anyone has recognized the pure amount of inventory build up. 80 Million!!
    If that represented 80 million in future revenue that would be large, but note that our profit margins are 50%+. You count inventory on a cost basis, not a sale basis. This means we have 160Million in Future revenue already on hand. Does this sound accurate? It is like when Amazon was building datacenters and no one new why. (then the launch of AWS). Why so much inventory? There is a reason my friends.

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    • Days sales in inventory (as in how many days it would take to get rid of current inventory levels at the current sales rate) went from 85 to over 200. I cant believe they are not building up for something. The question is how long will wall street wait for the "big news" to happen. It looks like the first quarter has been kind of already discounted in the CC, but clearly INVN needs to show a lot of growth in the second half of the year. If we don't, we are probably toast.

    • AAPL I does this sound right to you???

      Sentiment: Strong Buy

 
INVN
23.36-0.63(-2.63%)Sep 19 4:07 PMEDT

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