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Synaptics Inc. Message Board

  • dwebman85 dwebman85 Sep 15, 2010 6:55 PM Flag

    Kaufman Brother Conference Today

    I encourage all SYNA investors to listen to the webcast of Tom Kiernan's Q&A session at the Kaufman Brother's Conference today. It is only about 30 minutes long and has a lot of good information. Here are a few of the highlights:

    -management forecasted conservative notebook revenue growth in the high teens for second half of 2010 compared to INTEL's guidance of the high 20s because of abnormally good growth in the first half of 2010. Management maintains that forecast.

    -management already incorporating a dimishing click wheel market into their earnings and revenues forecasts

    -expecting another record quarter for handsets and forecasting a continuation of high growth in that space

    -management is very high on the tablet space and growth opportunites. They expect a 10-15 million unit market (outside of IPAD) for tablets in FY2011, with the android platform being the primary market. Revenues should come in the first half of FY2011 results.. products should be available by the end of this year in time for holiday season.

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