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Diodes Incorporated Message Board

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  • ptango7 ptango7 May 7, 2010 10:11 AM Flag

    what was said in conference call?

    You are right. It sounds like all is good. But the stock is down 7%, so much more than the market. Hmm?

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    • Apple is killing the semis today.. That damn lawsuit is going to linger so we may not get a bounce to soon, but in the end diod will break through its 52wk high.. This more than likely will happen before next qtr's earnings.
      Diods is constantly beating estimates, then rasiing estimates, and then beating again..

    • At times like these, I think of the Monty Python sketch about "Not Being Seen." In it, everyone who can be seen blows up. We're in that kind of market.

      In most regards, it was the best DIOD conference call I can remember. But the Dr Lu effect could be predicted to be extreme based on the number of times he said or referred to the strategy of "profitable growth." He has a wonderful grasp of the business, but the analysts, especially the most egregiously stupid ones (fortunately, that isn't ALL the analysts covering DIOD), focus on margin improvement, and even more stupidly on comparable-product margin improvement. Repeating "profitable growth" to them is almost exactly the story of trying to teach a pig to sing (it won't work, and it annoys the pig).

18.15+0.49(+2.77%)Feb 12 4:00 PMEST