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TriQuint Semiconductor, Inc. Message Board

form1_fan 15 posts  |  Last Activity: Apr 22, 2015 8:09 PM Member since: Apr 24, 2003
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  • Reply to

    NEW kng2 SHOULD BOOST MARGINS.

    by ejschultheis Apr 17, 2015 9:57 AM
    form1_fan form1_fan Apr 22, 2015 8:09 PM Flag

    It's been a while- maybe it was when RWC sued or filed a complaint about the municipality In WA or OR sole sourced their contract to Motorola, but I just found them by doing a Google search. I can't remember what terms I used to search with. Tonight I looked around using "RFQ or RFP for public safety radios". That unfortunately doesn't show you the next step as far as the vendor's proposals and the municipalities evaluations- which is what I stumbled on before. The information is out there it's just a matter of doing the right search. The Most interesting thing I found tonight in my poking around is a couple of the RFQ's had the scoring that they use in the evaluation and both of them said that cost was only worth 30%. I guess that's how you can have a radio that cost twice as much win out even if the cheaper radio meets all your requirements, but Motorola is judged higher in the other categories. It's a wonder that police cars aren't all those Porche 4 doors instead of Chevies.

  • Reply to

    NEW kng2 SHOULD BOOST MARGINS.

    by ejschultheis Apr 17, 2015 9:57 AM
    form1_fan form1_fan Apr 20, 2015 12:33 PM Flag

    I know it's going to have a touchscreen and Bluetooth built in, but I wonder if they improved any of the performance specifications? I've seen in the past on comparisons for contract proposals they'll (the gov agency) will hit rwc's proposal with a price penalty for this performance spec or that spec being less than Motorola. For certain RWC knows what enhancements will make them most competitive so i believe anything they come out with will be a good step in closing the gap. Maybe there is a risk customers will hold off on a order/ delivery for this Q to wait for the new radio? This and next Q will be their big money maker Q's.
    On share price projection; I said before if they can deliver two +$5M contracts this year and some sort of significant acquisition, cross licensing or joint venture agreement we'll be at $12 or better by Christmas. If we just continue to, as the CEO says, "chipping away at it" then we will be good to make it to $8. Keeping in mind our current PE is about 50 at $6/sh- that's pretty rich. We need something fairly dramatic (big contracts or business venture) to get us noticed. Right now we're completely unknown. You can never under-estimate where some good PR, a low float and momentum will take you- like the other side of $12.

  • form1_fan form1_fan Apr 16, 2015 9:48 PM Flag

    Thanks for taking the time to post this.

  • Reply to

    OUTLOOK FOR 2015

    by ejschultheis Mar 27, 2015 10:24 AM
    form1_fan form1_fan Mar 31, 2015 9:16 AM Flag

    That would be quite impressive especially the eps. Essentially tripling their earnings would be worthy of more than a PE of 25. I personally hope to see at least two +$5M contracts announced this year and a major business announcement. We are still completely off the investment world's radar screen- there needs to be something fairly dramatic to get us noticed. Then you get the investment newsletter write ups, the volume goes up, that leads to more attention and RWC is "discovered". Also worth mentioning; it was mentioned on last CC that 4 investment groups now own over 50% of RWC shares so there is really a very small float. I personally give my 12 month price target as $12/sh. I don't know if it's really a price target because I say it's possible, not probable- but I certainly like the risk /reward. On the other hand I always remind myself that RWC still has a lot to prove- as last Q demonstrated- a step backward is always a possibility with this company and at their current PE and BV they are fully valued at $6/sh on the face of things.

  • Reply to

    What do you think?

    by brucethesnake Mar 2, 2015 9:41 AM
    form1_fan form1_fan Mar 6, 2015 3:09 PM Flag

    To me it sounds like we're looking at a 2015 that is flat compared to 14.

  • Reply to

    What do you think?

    by brucethesnake Mar 2, 2015 9:41 AM
    form1_fan form1_fan Mar 6, 2015 3:02 PM Flag

    Maybe, but I know how to spell you're.

  • Reply to

    Question on tax treatment of dividend

    by schlomonugnats Mar 5, 2015 3:57 PM
    form1_fan form1_fan Mar 6, 2015 2:58 PM Flag

    I think you know more about it then I do- I've never even heard of MedC tax. All I can say to you and the original poster is that my MNDO dividend withholding shows up on my brokerage statements as "foreign tax paid" . My accountant tells me that it is 100% recovered with no income limitations or cap on the amount claimed. I can say with a very high level of certainty that the original poster has no recourse to recover the 25% withholding for his shares held in an IRA.

  • Reply to

    Question on tax treatment of dividend

    by schlomonugnats Mar 5, 2015 3:57 PM
    form1_fan form1_fan Mar 6, 2015 1:14 PM Flag

    Actually you do understand how it gets treated. it goes by country if they withhold taxes on dividends- Canada, France and Israel are just a few that do and you're best to hold those in a brokerage account to take advantage of the foreign taxes paid credit on your tax return. Use google to find countries that withhold and at what percent. Right now you have an incentive to sell before ex dividend date.

  • Reply to

    What do you think?

    by brucethesnake Mar 2, 2015 9:41 AM
    form1_fan form1_fan Mar 6, 2015 1:06 PM Flag

    In 2013 the CEO told us there would be headcount added for increased business in 2014, and that's what happened. Now she said that they are not planning any additional hiring so we can assume......

  • Reply to

    NEW CONTRACT 1.5MM

    by ejschultheis Mar 5, 2015 11:31 AM
    form1_fan form1_fan Mar 5, 2015 2:02 PM Flag

    I see it. Thanks. Dept of the Interior.

  • Reply to

    NEW CONTRACT 1.5MM

    by ejschultheis Mar 5, 2015 11:31 AM
    form1_fan form1_fan Mar 5, 2015 12:49 PM Flag

    Where did you see it? I don't see it under RWC on yahoo.

    Conference call was very positive. Well worth the 15 or 20 minutes of everyone's time to listen to it.

  • Reply to

    BACKLOG UP BY $1.7MM FROM $2.5 TO $4.2MM

    by ejschultheis Mar 4, 2015 5:33 PM
    form1_fan form1_fan Mar 4, 2015 6:21 PM Flag

    Not a disaster I guess, but very disappointing. They had been steadily increasing sales by winning more little contracts in past quarters and that momentum has been broken. I still think 2015 will be a very good year for them, but this is definitely a step backward.

  • Reply to

    FUNDAMENTAL ADDS ANOTHER 53000

    by ejschultheis Feb 5, 2015 7:34 PM
    form1_fan form1_fan Feb 5, 2015 9:21 PM Flag

    We have fundamental and privet taking shares out of circulation from what is already a relatively small float. If the company comes out with a seriously positive surprise that lack of available shares could turn what would normally be 10% or 20% into a +50% move. Not saying it will happen, but the potential is there. I'm not talking about a strong quarter (which I already expect), but I'm thinking about the FBI contract, a $5M maybe $10M order, a major acquisition, cross licensing or cross marketing with a major public safety player- those type of things are what will light the fuse. Give RWC visibility to institutions and traders. I mention the traders because they're good for an extra 50% of overheated foaming at the mouth momentum. I have to temper what I just said with my belief that the company IMO is fully valued if you base it on everything that is publicly disclosed. If you think the company is just going to continue "chipping away at it" as the CEO described it, then yes I think it's maybe even a little expensive. I personally think we will see that surprise this year and we'll be well into the double digits by Christmas.

  • Reply to

    Management Transcript of Annual Earnings

    by haroldlinder Jan 30, 2015 2:06 PM
    form1_fan form1_fan Feb 3, 2015 10:28 PM Flag

    I have to say I liked your questions- not the typical softball questions that brain dead "analysts" ask. The only thing is let him talk and don't talk over him, but thanks for the good questions and also thanks to the CEO for really good answers. Yes, they are looking to grow the company with acquisitions, but they are not not going to pay rediculous prices because they are up against VC firms that are throwing tons of cash at anything in this space. So, I partially retract my comments about the last year. I still think they could of accomplished more organically, but I understand and appreciate their resolve in holding off in what is surely an overheated market at this time. I think let them run this company and put your shares away for a while. If you don't believe in them sell your shares and move on- pick one of the other 5000 listed companies. For me, I think the 3%+ dividend is secure, that beats a CD and I think at some point this will be $20/sh because these guys will responsibily grow this company.

  • Yes, management has nothing to show in the way of accomplishments for the last 12 months. But for some strange reason I still think this will be a $20/sh stock some day. The disappointment is that we aren't already well over half way there. The only logical thing for me is to buy more- it's always a risk/reward thing.

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