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Silicom Ltd. Message Board

  • gam_65 gam_65 Oct 22, 2013 10:07 PM Flag

    Q4 Revenue projections

    Q4 should be very strong. I would not be surprised to see 22MM in revenue or more. They know that in the first half of each year there is typically a seasonal sequential drop and since last Quarter they increased their inventory by another $5 Million. Would they increase it while doing over 17 MM in revenue's for Q3 unless they expected a monster Q4 ? Of course not ! There inventory will most likely drop back down into the low to mid 20's at the end of Q4, unless of course there a bunch more new products launching in Q1 (a possibility, as Q1 doesn't have to be down sequentially) With a 40% gross margin on average, a 31 MM inventory could produce somewhere in the vicinity of $50 MM in revenue in the near term.

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    • They raised inventory by 3.7 mil in Q1, another 8.2 mil in Q2 and now bulked up with another 4.9 mil in Q3. This is intentional guys. They are getting ready to feed a gorilla, the likes of Juniper or Cisco or Riverbed, which are obviously their customers. Capex spending is up big time for all these guys. I am expecting blowout quarters Q4 and Q1-14, reaching rev of mid 20 mil. We should see 90-100 mil in sales for 2014!

      Sentiment: Strong Buy

35.85-0.3200(-0.88%)Nov 26 4:00 PMEST

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