That is true and usually his they work. But they Johor at least get some if the basics correct.
Thanks it is amazing how off Curtis Blaine is in his write up. Although he did get it right about an increase content coming. How much, is still to be determined. Right now CRUS has about 2.6-2.7 content ASP in the 6 and 6-Plus not two. They have 1.8+ in the iPad, 3.5 in the iPad mini. I wish these guys would do some home work.
950 for next year, OK that is CRUS plus WOLF today with no growth from either. Can't they add. Gee this gets even greater. I really think that CRUS is adding a buck at Apple. That is 160 Million phones or 160 M from Apple. I am not sure that the iPads will get always on. Add 160 M for Apple to 930.
Next he talks about SAM 6. He is the first to do so. I know they know. That is 80 M at 2Plus Add that 80 M.
I posted a job yesterday about Japan. They are working with Ericson Sony now. If you read the whole job it is about documenting stuff. They already have something. They will get more on the MotoX probably a two dollar increase on 20 M phones a year. Add the numbers 930 160 100 plus some other growth at 50 or something you something near 1.2+ B. OK I think that the revenue is between 1.1 and 1.25 B next year.
We shall see. What is just plain frustrating is how so wrong these guys are because they do not even try to do the basic research. Did you notice that he was that 1 dollar earnings next year, the one that JC always referred to as being right?
My very best,
It is Christmas, why the bitterness? No it is not about Al's posts. I will leave it that.
Merry Christmas to all. Let's enjoy it.
Also a lot of digital design openings as well. The analog openings are shrinking. A lot of new hardware is coming that they are trying to add software to as well.
This job showed up today. Normally I do not post job data but this one I think would of interest:
Embedded Linux and Android Implementation Skill
Experience developing ALSA drivers on SoCs
Android HAL (Hardware Abstraction Layer) knowlege
Tokyo, - Japan
Experience working with big customer like Sony, Fujitsu, etc.
You look the type of trade pretty easily. Form between bid and ask are just the MM's trading. Form T at bid or ask are real trades AHs. Today you had 8 trades between and about 100K shares mostly blocks. MM's showing their trade probably for someone. 4 real trades the high and last one at 23.8. The stock is likely going up tomorrow.
TA. This one is for you Look.
Actually CRUS is following TA really nicely but when you look at the charts you will notice that there is a 5-10 point bias. Why?
At least some of the reason has to do with insider knowledge. Go back to 2012 and the big sell off. What was known by they but not us. Jason has made it clear that design wins are 1.5 to 2 years ahead. Sept 2012 we sold off big. What did they know that next Sept the chip size was going down by 25% or 15% in value. What didn't they know is that the amp was going away in the tablet and the slight margin change. If you look back the stock was heading to 30 and then back to some reasonable value. At least some knew about the chip, some guessed right about the chip size. In all the stock way over corrected through this all.
The lead times and win length of times are much compressed today then in past years and they do know, they do know, we do not.
The speakers on the iPhone 6 Plus are incredibly loud, clear, and vibrant. Since I don't own any speaker accessories for the iPhone 6 Plus, I typically use my MacBook Pro to listen to music and podcasts aloud. Recently, however, I decided to use my iPhone 6 Plus instead, and it's worked better than I ever would have expected.
With the volume turned up to its maximum setting, I'm able to distinctly hear music and podcasts in a medium sized room (roughly about 8 x 9 ft). The sound is so boisterous you can hear it in the next room over, too.
Institutional holdings. Had a big player sell out in Sept Quarter. Want to guess who it was? Yes, you are right FMR. Last time they sold out CRUS went from 20-25 to 45. They are the best contriian indicator out there.
Oh it might be June not April whatever, Apple is doing an early release this year if they can pull it off. It is their intention anyway. Forgot to add this comment.