% | $
Quotes you view appear here for quick access.

Cirrus Logic Inc. Message Board

  • gr0operator gr0operator Sep 11, 2013 4:09 PM Flag

    So What Did We Learn

    Yesterday. A couple of very important pieces fell in place. Before the call in July, I thought the guidance might hit just over 200. It is much clearer why it didn't. iPhone 4 is still around and from a longer-term effect that is about 25 M this quarter lower for CRUS or about 15 M from what I thought it might be. Pretty CRUS has both pieces in the new 5's. That is 2.9, but the S is probably 15 units in DEC quarter and almost that in the March quarter. Couple that with the 10 M now gone from APEX, guidance was a little lower than I thought it might.

    Also, a lot of cool stuff again announced that helps us understand Apple a little bit. People forget that the purpose of this is to make money. Only two do, and only one does. One of the analysist pointed out and I think rightfully is that Apple will get market in China from SAM. There are reasons for this. Do not be surprised to see a 4 somehow made to work on CHL. Do not know but would not be surprised.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
52.650.00(0.00%)Oct 26 4:00 PMEDT