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Spreadtrum Communications, AŞ Message Board

  • pepsiberger pepsiberger Aug 20, 2012 12:20 PM Flag

    competitors

    Over the last two trading days Marvell reportedweak numbers and outlook, today RDA is downgraded by UBS.
    SPRD has to be in the sweetspot unless I am missing something.

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    • Li is cleaning house. Li aspires to be the biggest in the world. It's all up from here. SPRD is the Chinese Qualcomm. SPRD will be a $100 stock one day.

    • I think you're in same place as a lot of investors and analysts. Frankly I'm surprised the stock is trading above $17 after the disappointing 3Q outlook. Perhaps the speculation is that all those big design wins and better margin mix of smartphone-related products *has to* pay off this year some time.

      The SPRD-stated problems of faster-than-expected rampdown in demand of feature phones and indirect PA switch supply constraint are reasons for the disappointing 3Q outlook.

      I personally don't believe the latter issue is the real culprit, and for whatever reason - feel free to speculate here - SPRD isn't saying. I listened to the earnings call and that was just the feeling I got. As an investor, I can only hope it's not due to really bad reason(s).