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Qorvo, Inc. Message Board

  • cash_is_king_now cash_is_king_now Jun 5, 2011 6:59 PM Flag

    RFMD will join ANAD soon

    This sector will be about 2 horse race leading by SWKS. The other horse will be winner of TQNT and AVGO who are fighting for second spot in the sector. RFMD may make some noise with one product but it will lose more market shares when NOK transfer more of its business from RFMD to SWKS and probably TQNT.
    The outlook and income in the previous quarter shows the fact. It is useless to pump RFMD since it still has plenty of debt, it has not spent any money in new products or even manufacturing like TQNT.
    SWKS with two new acquisition has almost zero debt, over $250 MM cash after paying for acquisition and more market share. Acquisitions will add another $220 MM rev/yr and about $.15 to $.20 profit plus new technology to expand and diversify.
    RFMD will join ANAD sooner ot later. SWKS has become stronger and more stable now.

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