Craig, you know about Italian math about what age of woman is best for you? It goes like this: take your age and divide it by 2, and then add 7. So, in your case, and you are 40, it should be something like 27 year-old woman for a perfect match. Never mind those old broads, unless they have a lot of dough.
Tiger7199: "In my mind, a "true believer" is not necessarily "stupid." Faith is different from reason. Not all people of faith are stupid."
You can not compare (religious) faith to the "faith" in ANAD. Religious faith in whatever that religion preaches can not be proven, one way or the other.
However, ANAD is a proven loser, time and time again.
Therefore, faith in ANAD = stupid.
Divi, I'll just deal with your first 2 points here -- 1. the one where you claim "we control 60 to 70% of the bands," it really isn't what you think. SWKS does not "control" them, SWKS has products that can work in 60 to 70% of the bands. I don't know the exact count of the bands but I think it is approaching 45 or so. The "bands" are the frequency bands in which smartphones work. In particular, if a phone is made European frequency bands, it will most likely not work in US bands. The US bands themselves are also broken and mixed up by the carrier specific bands. That's why there are so many bands.
Well, the point 2, where SWKS now sells more content because of WiFi and power management functions, and GPS as well, the dollar value there needs to be determined. Any expansion in content is plus for sure. But that will NOT bring SWKS dollar content per smartphone from $5 to $15.
Also, the $14 number you were mentioning yesterday was for the "content in a femtocell design with a leading SoC provider." A femtocell is an infrastructure product, not a smartphone. Volume there is a lot smaller than in the phones.
Guys, I am dropping out from the board for the day. I can't listen to the CC and do this at the same time. I am limited. LOL Good luck and lets count our loot tomorrow. AMZN, V and SWKS great gains today.
No, you misinterpreted the PP slide to read SWKS would get 15-17 dollars, while the slide really said the toatal addressable dollar content would be 15-17 dollars.
Sorry, did not hear that. You must be hearing things. LOL. We'll wait for the transcript tomorrow. You are liable to misinterpret what you hear, it's a proven fact.
Also from the same article:
Over that same historical period, when shares of SWKS dropped in the extended-hours in reaction to its earnings announcement, history shows that 50.0% of the time (1 event) the stock dropped further, adding to the extended-hours losses by an average of 10.8% by the following regular session close.
Over the prior three fiscal years (12 quarters), when shares of SWKS rose in the extended-hours session in reaction to its earnings announcement, history shows that 62.5% of the time (5 events) the stock posted additional gains in the following regular session by an average of 2.3%.
Sorry if anyone posted this already.
Skyworks Solutions beats by $0.05, beats on revenue
Skyworks Solutions (NASDAQ:SWKS): FQ3 EPS of $1.34 beats by $0.05.Revenue of $810M (+38.0% Y/Y) beats by $8.43M.Shares +2.8%.
Sorry, but the slide does not show what you say. Why are you misreading it??? How many times and in how many different ways can I tell to look it up, the TODAY and FUTURE addressable values. They state TODAY as 10-12 dollars, and that ain't the number SWKS is making TODAY. The same applies for the FUTURE 15-17 dollars -- it is not the numbers SWKS will get but is only addressable and the FUTURE there is when the 5G gets out.
So, Tiger, are you saying he is stupid?
He is also saying he is all in cash with exception of ANAD.
Stupid or pumper, no third choice.