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.
I was wondering why SWKS is falling recently and now I know. They are intentionally pulling it down so they can load and make fortune when SWKS demolish RFMD and SWKS jumps over $100/share. So bright future, how come the market don't see?! Don't worry, Cramer will help.
RFMD already lost market shares and it is losing more of NOK market share and then call it diversification. And it is riding one-horseplded carriage to capture the whole market. It is like a drunk man who wants to forget about his debt but sooner or later he has to pay at higher prices.
May be RFMD can spend some money on analysts to do some pumping while insiders can cash out.
I guess with the return of Cash is King, and with Veqas starting to bash, the Swks shareholder frustration is starting to vent on the Rfmd msg board just as predicted only a couple days ago. Tiresome to have to use the Ignore button.
Nothing, it is just some pocket change but it takes one to two years in good economy until RFMD makes that much money and in bad economy you have to say your prayers. By that time, SWKS has acquired a few more companies and still have more cash, TQNT also has acquired at least one company and still has more cash than RFMD and ANAD probably have contract with NOK and taking market shares from RFMD.