Excited that the time we've been waitin pg for is finally here. Thank MK, Gr0op, Mold, etc for your insightful and informative posts. With the new refresh if AAPL products, the 5S positive reviews, 5C flexibility in pricing, iOS update, thumbprint pos reviews, economy looking up, fed tapering acceptance, it appears that CRUS will have its day in the sun again.
Not to say there won't be some dips here and there but the momentum finally feels like its on our side again. I beleive it so much thatI'm willing to invest in 3000 shares of CRUS that the iPhone will sell like mad. Good luck to all of you who are in CRUS for the long haul and upside and I hope you lose your #$%$ to those who are against.
I like it, but from what I've been reading the last day or two it doesn't sound like Apple's revenue expansion is going to come from China in the near future. Weren't most investors counting on that? China Telecom has cut subsidies on the iPhone, and I don't think Apple's price is low enough there on the new units. They need to hit a home run to help us Cirrus investors. Revenue expansion for both companies is what we need for a really nice pop in the stock price. Either that or some great news from Cirrus on a new large customer.
All of these will help expand volume - growth for the iPhone 5c and iphone 5s :
expanded distribution to Japan DoCoMo where DoCoMo has pledged 40% of future unit sales to Apple helps.
A deal with China Mobile is expected ...date tbd
Apple financing for new units over 12-24 months along with trade in programs like they proved in India
iPhone 5S - will sell it seld in the USA as the preimer product
Fingerprint Security will be a big seller for gov't and enterprise business customers
high performance / speed of the iPhone 5s will draw alot of power users/ games/ etc