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TriQuint Semiconductor, Inc. Message Board

form1_fan 41 posts  |  Last Activity: Mar 6, 2015 3:09 PM Member since: Apr 24, 2003
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  • 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.

  • #$%$ poor financial performance of the last year. As a long time shareholder I have to say that share price deserves to be where it is. These guys have done nothing to grow this company. The only smart thing they did was sell those shares last year- then they seemed to take the rest of the year off. Q4 comp is going to be embarrassing for what should be a growth company.
    Here are the numbers:
    Q4 2013. 41.2M. .13
    Q1 2014. 40.9M. .12
    Q2 2014. 40.6M. .09
    Q3 2014. 40.2M. .10

    Also another bad sign is that last year they announced Q4 earnings date of 2/12 on 1/14. Well now we're a week past that this year and no announcement about Q4 release. I've never seen a company drag their feet if they have something good to say.

  • Reply to

    What am I missing here?

    by phoenixbuds Dec 18, 2014 4:03 PM
    form1_fan form1_fan Dec 18, 2014 6:56 PM Flag

    Today was for the large caps- micro caps didn't participate.
    What do you base your $7 to $10/sh on? They've had a nice bump in revenue this year, but the CEO says they don't anticipate increasing head count, so I don't think you can extrapolate this growth out. I think they've plateaued here. Plus strangely their cash has hardly budged from a year ago, so I don't know if the dividend can be as good as most are expecting. That's what I see, what do you see that justifies your price target?

  • form1_fan by form1_fan Dec 15, 2014 4:39 PM Flag

    Nice Job RWC!!

  • form1_fan by form1_fan Nov 12, 2014 5:07 PM Flag

    Were really all I expected with lack of announcements. Shares are fairly priced in the $4's until they can demonstrate the ability to bring $5M+ contracts, you really can't expect the share price to more. RWC has been around along time- they know this business, but for some reason the next step up doesn't come. Maybe they need to get bought out by a larger more diversified company in the public emergency service field- something to supply real marketing and sales muscle to their very good products. For some reason a great product at a 50% discount isn't enough by itself.
    Yes, I'm frustrated by our lack of sales breakthroughs, but when you look at the risk/reward it's still a very low risk vs. potentially very high reward situation being a RWC shareholder. I keep saying the same thing "let's give'm another year and see what happens"- and that's still what I'm saying today.

  • form1_fan form1_fan Nov 10, 2014 7:22 PM Flag

    Hard to be too confident with the lack of sales announcements last Q. I guess I'm hoping for some positive comments in the PR and on the CC.
    I like the fund buying at $5 and above. Considering the risk of a micro micro cap that RWC is, they have to be expecting AT LEAST to double their money .
    In a recent CC, Mr Storey said they were "chipping away" at the competition .... I think that's about right, the big orders are still out of reach- for whatever reason.

  • form1_fan by form1_fan Nov 10, 2014 10:24 AM Flag

    Cash went down $8M from last quarter.... How could that happen. Why don't they release a balance sheet, a real income statement and report GAAP results?

  • Reply to

    Interestingly

    by ta_iss_a_gum Nov 10, 2014 8:57 AM
    form1_fan form1_fan Nov 10, 2014 10:21 AM Flag

    Share price is the result of weak guidance and only meeting that guidance. Luckily, they opportunistically sold those shares at $8.50 or we'd be even lower.

  • form1_fan form1_fan Oct 29, 2014 8:16 AM Flag

    Can you get it through your head that there is $8.50 sitting in the bank for every one of those new shares? You've been barking up the wrong tree for 6 months!

  • Reply to

    More cash and profits roll in for PETS

    by shrewd_curmudgeon Oct 20, 2014 12:20 PM
    form1_fan form1_fan Oct 20, 2014 5:00 PM Flag

    I agree it's possible. Potential buyout on one side, hopefully at a decent premium vs. this slow motion slide of every Q with an excuse and a promise to better next time. I'm just not sure how attractive it is; yes an established business, but it's an established "mom&pop" in the world of e-commerce giants apparently with its customer base slowly drifting away.

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