Now down to around $63. Unfortunately, it won't help the company for awhile since they are probably still using high cost cotton in their inventory.
Wow, it is readily apparent that you are to one that is worried and about to shed some tears.
Thanks for the info!
I see you around on many of the small cap boards. Unfortunately, these are the only things that I am finding to be cheap these days.
Nice job on this trade!!! That is sure a nice return.
I have to go back and listen to the call again but what is happening with LTE??? The only thing I got was that they are still projecting about $12 mil in sales this year. Also, maybe it is used for 3 higher end models. Did anyone catch or read between the lines anything significant going forward???
Did you hear anything on the tax rate? It seemed on the low end this quarter. I think I heard something mentioned but I did not catch it. I will listen to the replay at least one more time. Lots of good stuff and too much to catch the first time around.
I agree except I think it will happen shortly after the next earnings report. Next quarter will be a blowout. Large sequential growth and high margins.
To be a little fair, the stock price did get ahead of itself at one point, but I agree that it is a great deal now.
What makes you think HIMX has anything to do with Lenovo smart glasses? I thought Lenovo was going with Vuzix glasses with Kopin displays.
Wow, this company is pumping out the good reports and this one is no exception. They are increasing margins by getting rid of low margin business. They are extremely nimble and have been able to transfer some production from China to lower cost parts of the world.
The balance sheet is spotless with a 4 current ratio, no long term debt, and it is selling below book value (at least for now but probably not much longer).
The short on this board has been proven wrong once again. Please go back and look at the posting records. Why in the world would one short an undervalued company with growing margins, a great balance sheet, paying dividends, and nice track record? I won't complain though
Where do you get the impression that they are optimistic on their growth prospect? I don't follow the company but I am assuming they don't have a conference call and I see little in their new release.
Sales don't look to be exploding but they are increasing profitability nicely.
We just got trapped again with another juicy dividend. This is a great company that is very shareholder friendly. Thanks to the company and the shorts who pay the dividend :) Keep up the good work!
You are sounding like a broken record ... or maybe just a poor analyst. This company is still earning good money quarter after quarter in spite of all your wrong predictions.
That doesn't sound good for HIMX.
No Himax parts in the teardown reports that I saw.
Here are the chips of note on the phone's logic board as identified by iFixit, starting with the ones on the front of the board:
Samsung K3QF2F200A-QGCE 16 Gb (2GB) LPDDR3 RAM (the CPU and GPU are layered underneath this chip, per iFixit)
Samsung KLMBG4GEAC-B001 32 GB eMMC NAND Flash
Qualcomm WCD9320 audio codec
Qualcomm QFE2320 multiband power amplifier
InvenSense MPU6500 (labeled as MP65 G266B1 L1351) NXP 47803 NFC controller
And the chips found on the back of the Fire Phone's logic board:
Qualcomm PM8941 power management IC
Qualcomm WTR1625L RF transceiver
Skyworks SKY85702-11 5 GHz WLAN front-end module
Qualcomm WCN3680 802.11ac combo Wi-Fi/Bluetooth/FM chip
Absolutely. The company has grown and has wonderful new product prospects. I would love to hear new stuff announce but there is a limitation to what he can say before things actually happen or become official. Trying to manipulate the stock price isn't his job and shouldn't be.
I have the biggest loser with HIMX. I still like it and am averaging down.
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