I was thinking about the trend for pre-announcing this AM as well. personally I'm looking to replace the calls I sold to close today in MXL for Sept calls if and when the next takedown occurs.
I also see MXL as well undervalued for the demonstrated performance. I admit when they first made the acquisition, I doubted they could make it so accretive so quickly. Still in the MXL game...
Regarding HIMX, think of it as the timeframe from Nov 2012 to June 2013. Major difference is that that was on the promise of greater things to come. 3 years later, those products are beginning to come to market. And it's A/r V/r.... The market is still in infancy.
KH... he actually helped us in a way... stored a little ammo for us... Let's hope he is greedy and does not recognize when to cover.
120K shares brought the price from 11.95 to 11.67 in 1 minute... 2500 11.50's fired off for this week...
The takedown was followed by large buying ... and another takedown only to be answered.... Hmmm...
Hasch, again appreciate the update. With the trading patterns here, these are quick hit shorts. In and out 2-3 days and repeat. I think the total # outstanding is a bit mis-leading regarding extrapolating the short term price point.
Looks to be setting up again.
I wouldn't be surprised if there was quite a bit of shorting yesterday.... Short analytics put the volume at 43% short yesterday. While I believe you compared this to the 2014 time frame, Reminds me of the Nov to June 2012-2013 timeframe... Put that in perspective with the relative starting points.
We have been some what docile (volitility) on this run-up. Yesterday might have changed that. Short traders like longs have their routines... different methods both can make $$$ and both are stubborn in their habits.
Appreciate the fallback point expectation... Understand the upgrade changed things... Interesting this reiterate and PT increase came so soon after their last. Still have a few potential moves from other conferences that have been quiet so far (C'mon BofA/Merril your October report is still in play I have my thoughts on why that was even put out)
I would not say all speculation. And yes, there will be a peak and the margins will start to drop. That is a ways out. The market will consume what is proiduced at this point. Sony's move to Oct due to component shortages preventing production at forecasted levels.... Telling statement.. Would like to hear "groundbreaking" (pun intended) news at the next conference call.
Competition has not had enough time to steal the secrets yet..
Thanks Khajso. The"re-thinking" of the Hololens content is in line with Wu's comment regarding material content estimates being low. Original estimate for hololens was $135... New estimate at 1.80 is 33% higher.
"....no more, ARMed with VR and 30 clients.....all the charts study may be ignore...."
Put a comma after no more,. makes sense then... HIMX is Armed with VR and 30 clients for their products, "the games stop..." You don't need to look at charts, ignore them... The bigger fish have spoken....
My interpretation of course. For those of us long term.... Nothing new. The price will take care of itself over the long run.
next to the posters name is blue lettering that says "flag" if you hover your curser just to the right of the time posted. A drop down will appear. 2 choices. Report user, or ignore user....