You're correct jp, the confirmation will be made when the Watch is released and sold next month. By the way, don't expect Invensense to follow NXPI's path if it's in the iWatch. Remember, Invensense went from around 25 to the mid 13's after it was confirmed it was in the iPhone 6 & 6 Plus………..Lower margins because of Apple & an inventory write down were the culprits.
Ok, now I remember back in 2014 Rosenblatt got it terribly wrong.
InvenSense -4.9%; Rosenblatt sees risk of losing iPhone 6 sales
Sep 29 2014, 09:48 ET | About: InvenSense (INVN) | By: Eric Jhonsa, SA News Editor Contact this editor with comments or a news tip
Rosenblatt Securities is changing its stance on InvenSense (NYSE:INVN) from bullish to cautious, and says there's a risk of the company losing 50%-100% of its iPhone 6 sales due to technical issues.Specifically, Rosenblatt says the problem is related to the "technical instability" of InvenSense's 6-axis MPU-6700 gyroscope/accelerometer, something that possibly affects how it interacts with some iPhone features.
It's not just that, go to page 2 of the article. They are implying that Bosch is picking up all of Xiaomi, Huwai, and will lose some of the Samsung business. If this were to be correct, then it would be a huge, huge blow to Invensense.
I didn't see Invensense mentioned anywhere. How do you know OIS is by Invensense ?
Yes, check out this article, do a Google Search for this "Victoria's Secret Incredible bra wants a piece of your heart". I really really hope we're in it. ; )
I added a bit as well today at 48.07. I'm thinking the downside risk from the 48's is not so much……..famous last words. : )
For tax purposes, it is just one lot. The brokerage sends me a tax form each year and with my gain & losses (they send to the IRS also).
In my Excel Spreadsheet I separate my base shares from my trading shares and I track the gain & losses separately.
Sold the 14.27 and 13.59 for 16.86 just now. + 21 % on these trading shares.
Will buy more if it dips to the low 15's.
Still long my base shares (longer term shares).
Good Luck All.
I think the bigger news out today is the Encrypted Key Management To Woo Big Banks As Customers as per the Forbes Article. The customer controls they encrypted keys.
position today and will let the other 25% ride for now. Might look to add if it pulls back a couple or so bucks.
Haven't really paid attention; however, I've heard that companies usually want to make the first earnings better than expected. Not always the case, but hopefully in this one.
Looks like the fiscal year ends Jan 31, so I'm thinking an earnings release end of February or early March ? The GE win was in May so it is already in the numbers. Sure hope BOX will have a good earnings report……usually the first one after an IPO should be good.
I had just posted the "Box Integrated into Outlook Mobile" and then I saw you already posted.........so I deleted mine. Anyways, I signed up for the alerts via the BOX website and had that emailed to me Thursday. Good Luck, Long BOX.
This is what seems to be the cause of the drop…..
Southern Co. projects 18-month delay for Georgia nuclear plant
Jan 30 2015, 10:35 ET | By: Carl Surran, SA News Editor Contact this editor with comments or a news tip
Southern Co. (SO -1.7%) says the firms building its new nuclear power plant in Georgia estimate the project will be delayed 18 months, potentially costing it $720M in new charges.Westinghouse Electric and Chicago Bridge & Iron (CBI -12.2%) expect the first reactor at Plant Vogtle will be complete in mid-2019, and the second reactor will come online in mid-2020, SO says in an SEC filing; SO already has been in litigation with the two companies over previous delays and cost increases.SO does not tally its total costs in the filing but says each month of a delay would cost $40M in new capital and financing charges; if the project stretched an additional 18 months, the total could grow to $720M.Deutsche Bank comments that the further delay to be particularly negative for CBI shares and potentially remain an overhang over the near term, given that it may take more than a year to resolve the dispute.