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Silicom Ltd. Message Board

  • larrykudlow2003 larrykudlow2003 Oct 21, 2013 12:35 PM Flag

    Missed CC

    Can someone give me a summary?
    - 4th Qrt hints?
    - Pipeline?

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    • I had the call on my cell speaker but was not paying 100% attention. They did admit that Q4 should better than Q3 but we all knew that and it's built into the estimates at $18M which is undoubtedly too low.

      The CEO was as or more optimistic as he has ever been.

      I'm going to listen again later and will pay better attention but I didn't hear anything that did not strike me as positive and consistent.

      It's a buy and it will be a better buy should it pull back. Of course my boat is pretty much fully loaded but I would add trading shares if it goes back down.

      Sentiment: Buy

 
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