probably prid&brug will stay in their hole because they will look laughable compared to swks.
rickymoron and morion are crusted investors, by definiton losers, they will never see the difference because they are too proud to admit.
rfmud management does not care about the stock price. They get an ever increasing amount of free shares. No risk for them, always a gain. Even today you does not get it Monrio.
simply compare the metrics and especially take into account the consistency of the results. swks clearly is a growth company while rfmud only muddles through, oscillating between burst and negligible profitability.
so what Monrio? I left rfmud because I recognized the pumping and arrogance of prid&brug and especially the extremely poor performance on record revenues. Yes I bought altr and sold them when the technicals told me and $60 was mentioned as a long term target and it still is. And yes I hold swks and will sell when the technicals tell me to do so because when you do not do that, you are a loser and that is what you are a clear loser, not able to adapt to the ever changing fundamental or technical circumstances.
if you do not believe in technicals, your opinion is worthless. Of course technicals do matter but not the primitive way you describe.
of course the only alternative in the rf-space is SWKS, which is the opposite of the above. SWKS will go above $30, $35, and probably $40 while rfmud will revisit $4. So the choice is easy.
their business model is a failure and together with the arrogant free share awards, destructive to shareholder value. The likelihood is this will continue into the future and experienced investor know that. The only thing you can do with it from time to time is a risky trade or sell some puts low enough. Calender 1Q 14 will show a severe setback and the shares most likely will collapse another 20 %.
csco still generates enormous cashflow, has a dividend yield of 3 %, GM of 61-63% a running PE of 10, new share buyback of 15 bn while rfmud claims record revenue with minuscule cash generation, lousy GM of 36 %, no dividends, no meaningful buybacks, distorted PE.
Since its inception rfmud contantly oscillated between burst and just above breakeven. Over the last 5 yrs they diluted sharecount at a rate of nearly 10%. Every acquisition proved to be a disaster. So to me this means that rfmud or better rfmad has a totally failed business model and a strategy which is destructive to shareholders value. Consequently rfmud stock price at $5 trades much too high and $3-4 is a realistic near term target.
it will not be this high because in that case they have to issue themselves hundreds of millions of shares to obtain a comparable income as of today. But without any doubt, the number of shares will be 20 to 30 % higher than today. However by then, I see them acquiring a 3G company for hundreds of millions, making dilution at least 50%.
the rf space is very competitive and only a decent management knows how to diversify into new markets. Both avgo and swks are doing that while rfmud completely fails to enter new opportunities. All acquisitions rfmud ever did were a failure and be sure the amalfi $47 million 2G acquisition is another complete waste of precious shareholders money.