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TriQuint Semiconductor, Inc. Message Board

  • dean4614 dean4614 Jul 18, 2013 2:29 PM Flag

    Just a guess but I suppose earnings will be flat or miss. Their issue, I believe is closing business

    that has been in pipeline but buyers have held off. Like ARUN same thing rolling over old business that has been delayed. Thoughts?

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    • SWKS just reported better than expected results and raised guidance. They are not seeing any fall-off in demand and did not even talk about taking market share (at least in what I read). So, TQNT could very welll do good and raised guidance also.

      One issue is that the analysts and Wall Street are only looking at the name brand phone manufactueres. But, there are many so called 'white box' (or generic) smartphones and tablets being manufactured in China which do use TQNT components which no one talks about. In fact, the rising number of these 'white box' or none name brand phones/tablets could be the reason the name brand phones/tablets/laptops are seeing a slowdown...............but still a slowdown in the rate of increase in sales.....and only from the name brands and not totals.

      Anyway, the headlines about smartphone slowdown is overplayed as it doesn't include the generic 'white box' phone makers in China. SWKS just exposed this fallacy and hopefully TQNT will also.

      • 1 Reply to haschultz1
      • SWKS pretty much reported & guided inline. Here is the quote - "For the current quarter, the company sees revenue of about $475 million and earnings per share of 62 cents, which is a little bit above the consensus of $470 million and 60 cents."

        $5m out of an average of $470m isn't exactly 'a lot', it is about 1% and statistically insignificant. The higher EPS will probably be the result of the $250M buyback.

        You have to be in denial not to know that the smartphone market is slowing down, just look at all the 'Big' phone makers' results.

        Now that SWKS' earning report is out of the way, I would buy SWKS over TQNT any day simply because not having to deal with the uncertainty and the risk of losing 10 to 20% in case of disappointment.

        Sentiment: Hold

    • Very simply, all the phone makers reported terrible numbers and the macro envr is also terrible in Asia and Europe....How can a second-tier component supplier such as TQNT do well. It will be taken down for sure.

      Sentiment: Hold

      • 1 Reply to pn1118
      • There are so many GAPING holes with your above statement that one can only assume they are surpassed by the voids in your puny frontal lobe. You are the most daft devil's advocate yet to appear here. Quite simply, defecate or get off the pot. Post your TQNT trade/position with factual some DD, buy some puts, do SOMETHING other than spout off complete feces.

        "It will be taken down for sure." So profit from it if you can manage that one, dingleberry. I will be waiting.

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