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TriQuint Semiconductor, Inc. Message Board

haschultz1 177 posts  |  Last Activity: 10 hours ago Member since: Apr 27, 2001
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  • This has to be a beacon of what is to come from SWKS 4Q 2014 guidance. Who would want to be short SWKS over the next few quarters????

  • This has to be a beacon of what is to come from RFMD and others...............as if SWKS pre-announcement was not bullish enough for this sector.

  • haschultz1 haschultz1 10 hours ago Flag

    Hey warefreeware,

    So, you are saying that I can wait and buy NXPI at $60 on Friday??? Is that a promise?

    Keep in mind that NXPI closed at $64.50 today expecting $1.5 billion in revenue and EPS of $1.30 and delivered $1.515 and $1.35. Then, 4Q 2014 expectations were for $1.49 billion and $1.29 but the mid-point of guidance is $1.515 and $1.31.

    So, with better earnings and expectations, you expect that NXPI will go down and I can buy it at $60? Care to sell me some $60 calls for $0.00 or I will even pay you $5 for $55 calls (currently asking $10.90 for Nov 2014 $55 calls before this news).

  • From their earnings report:

    "We repurchased an additional 8.7 million shares during the quarter for a total of $574 million continuing to return cash to shareholders."

    So, that is an average purchase price of $65.977/share so that should set support at $66/share. I wonder if NXPI took the occasion of their drop below $60 in early October to buy back a bunch of shares???

    Anyone who doesn't see NXPI as a solid $70/share stock needs to explain why and what else they see out there with better valuations..............as the P/E to Growth is probably better than 75% of the stocks out there.

  • Reply to

    LCoS Asia Pacific Market projection

    by sgthoov Oct 18, 2014 5:51 PM
    haschultz1 haschultz1 Oct 19, 2014 11:40 PM Flag

    Hey sgthoov,

    Giving market shares is very difficult to do as you would have to tear down all products. And, even then, it would change with sales data of each product which would vary along with new products being delivered all the time.

    That is why it is key to read the various news..........which sbacchus2003 is good at posting here just to get a sense of what is going on.

    Also, you should review the Investor's Presentation at the Himax website and listen to the conference calls (or read the conference call transscripts posted on Seeking Alpha). The conference calls have the Q&A's otherwise the earnings reports can also be viewed at the Himax website.

  • Reply to

    LCoS Asia Pacific Market projection

    by sgthoov Oct 18, 2014 5:51 PM
    haschultz1 haschultz1 Oct 19, 2014 1:33 PM Flag

    Good find. We should also get an update from HIMX management at their conference call (along with updates on camera arrays, CMOS, drivers, controllers, etc.).

    From that article:

    "Liquid Crystal on Silicon (LCoS) is a "micro-display" technology developed initially for projection televisions. It was developed to overcome the issues in liquid-crystal display (LCD) and digital light processing (DLP) technologies. It has the best quality image and several other superior technical features, such as better contrast ratio, best peak resolution, and great pixel structure. LCoS has many applications and is used in many different products, such as wavelength selective switches, structured illumination, and near-eye displays."

  • Reply to

    Talking Heads

    by hooutoo Oct 14, 2014 1:01 PM
    haschultz1 haschultz1 Oct 14, 2014 8:03 PM Flag

    Note that the analysts also got last quarter wrong also as all the RF companies beat and raised guidance. Now, they seem to be missing it again.

    RF may be a good place to build a position on weakness as at some point, it is going to prove itself as people look for cheap growth and here it is in the Internet of Things (IoT).

  • Reply to

    After Today's News, Who Is Selling SWKS???

    by haschultz1 Oct 14, 2014 3:19 PM
    haschultz1 haschultz1 Oct 14, 2014 7:59 PM Flag

    Market may be 'broken' but investors are looking for safe havens (great valuation and fundamentals) as well as growth and leadership. SWKS meets all of these.

    So, if you don't feel that SWKS is a buy, I can't imagine who thinks it is a sell...........as it already corrected well more than 10% and has great valuation and fundamentals.

    So again, who would really sell SWKS unless they had to?

    Now, it may not be time to buy............although it is hard to pick the bottoms............but I just don't see SWKS as a sell.............and there are 6 million shares short which it would seem would be looking to cover........if they haven't already.

  • I am not sure why anyone would be selling SWKS unless they have margin calls here or elsewhere. The stock is under-valued and the company again reported that they beat their own raised guidance. So, we should be able to expect a bullish outlook at the Conference Call.

    And, looking at the balance sheet and the various metrics (P/E, forward P/E, PEG, etc.) it is hard to understand why anyone would be selling for under $55 to $60.

    But, see below for over 6 million shares which will never have a better time to cover than now.

    Settlement Date Short Interest Avg Daily Share Volume Days To Cover
    9/30/2014 6,085,510 3,000,614 2.028088
    9/15/2014 5,271,667 2,599,396 2.028035
    8/29/2014 5,017,954 2,255,238 2.225022
    8/15/2014 6,023,040 2,911,134 2.068967
    7/31/2014 5,423,855 5,336,447 1.016379
    7/15/2014 3,127,848 2,574,646 1.214865
    6/30/2014 3,504,761 3,064,307 1.143737
    6/13/2014 3,418,995 3,583,002 1.000000
    5/30/2014 3,148,954 2,386,407 1.319538

  • haschultz1 haschultz1 Oct 14, 2014 3:13 PM Flag

    Probably two months ago, Seeking Alpha announced that they quit paying Yahoo to link their news articles............so you will no longer find them linked to Yahoo's news page.

  • haschultz1 haschultz1 Oct 14, 2014 1:08 PM Flag

    Note that SWKS is all about smartphones and upgrades to LTE and something I bought (and sold Puts) on earlier this year. SWKS also beat on their 3Q (calendar 2Q) 2014 and raised 4Q guidance..........but seemingly not high enough. SWKS is all about IoT or the Internet of Things.

    This is very relevant to HIMX as it indicates that the smartphone revolution is healthy and some of it is the China upgrade to LTE from 3G. This will take well over a year to fulfill and then there is India also. So, we can expect HIMX to grow their drivers and controllers among other smartphone chips........and this gives them the opportunity to grow their CMOS business also.

    sbacchus2003 has posted many articles about large panels recovering and that is a net positive also. While China might be slowing from 10% growth or so, even 5% growth in China is good for HIMX who is well ingrained in the China 'Whitebox' phone manufacturers as can be seen on the Investor's presentation on their website.

    Intel reports their 3Q 2014 tonight and should comment on 4Q growth. Google reports on Thursday night.

  • As I posted last week, many are questioning MCHP's claim of being an early indicator for the Tech sector. See this below from Seeking Alpha article titled 'Microchip's Warning: Not All The Semiconductor Players Are Created Equal':

    "Microchip Technology recently lowered its guidance and warned about the overall health of broad semiconductor industry. It is argued that as the company has more than 80,000 customers and recognizes revenue on a sell-through basis, it sees market conditions prior to its peers. While the reasoning is correct but a small detail is overlooked. Microchip is not representative of the whole industry. Microchip applications breakdown is more toward consumer, automotive and industry application since 60% of its sales are from 8-bit and 16bit MCUs, says analysts Aaron Jeng and Donnie Teng. So, the stocks with handset and PC exposure shouldn't be analyzed in the light of Microchip warning."

    Then, see SWKS Revenue and Earnings Update (their financial 4Q 2014 is calender 3Q 2014):

    Skyworks Solutions, Inc. an innovator of high performance analog semiconductors enabling a broad range of end markets today updated its financial outlook for the fourth quarter of fiscal 2014. The Company now anticipates fourth fiscal quarter revenue of $718 million, representing a 51 percent year-over-year increase and 22 percent sequential growth. Skyworks also expects to deliver non-GAAP diluted earnings per share of $1.08, reflecting a 69 percent increase when compared to the same period a year ago and 30 percent sequential growth. The Company had previously guided to $680 million in revenue and $1.00 of non-GAAP diluted earnings per share on July 17, 2014 as part of its third fiscal quarter earnings release.

    “Skyworks’ upwardly revised outlook demonstrates the broad-based strength of our business and our ability to capitalize on positive underlying market trends to connect everyone and everything, all the time,” said David J. Aldrich, chairman and CEO.

  • Reply to

    Opportunity Knocks again

    by trumpace Oct 10, 2014 1:13 PM
    haschultz1 haschultz1 Oct 10, 2014 5:16 PM Flag

    Hey trumpace,

    Agree somewhat with your post. HIMX has a higher beta so today's action was to be expected giving the overall market's action......mostly as few wanted to catch any falling knives. But, all this selling has led to lots of money to put back into stocks at some point...........and thus it is now a question of how many more sellers are left. I suspect that many shareholders now may agree with me that the stocks are now closer to a buy than a sell.......unless there is forced selling as per margin calls.

    Most of today was caused by MCHP CEO comments. See these comments at Seeking Alpha as Russ Fisher has a good post in the comment section about how MCHP is not the tech bellweather some may think it is..........and I think the stocks showing good revenue and EPS growth and outlook will be rewarded. Among his many comments is that MCHP is not a meaningful smartphone sector supplier........and their lower revenue could come from losing business to competitors rather than from industry slowdown. Time will tell on this.

    I rarely trade on margin (although temptation is great at times) as I am more an investor. And, what I hold now are buys not sells at the current prices. And, as I have no margin, I can wait this all out. I think many of other shareholders may be thinking the same thing.........holding and then buying rather than selling at these levels. Again, all this selling has put lots of money on the sidelines which will come back at some point.........and good earnings will attract that money.

    Look at the history and HIMX has always met the higher end of guidance..........partially because guidance is given 5 or so weeks into the current quarter. HIMX mgmt has indicated that the rest of the year looks good and they are preparing new products for both this year and next. So, I am expecting a reasonable to bullish outlook for 4Q 2014 from HIMX.

    Think about the CANSLIM method of investing where HIMX ranks very well.

  • Reply to

    OT : haschultz1 GTAT board is calling you

    by li9393 Oct 10, 2014 2:14 PM
    haschultz1 haschultz1 Oct 10, 2014 5:02 PM Flag

    Hey li9393,

    I was stopped out of GTAT and moved on. Plus, have you seen that message board lately? There are so many posts and topics.........and what is there really to say and/or discuss? Seriously, what is there to say or discuss there???

    Answer: The thing to discuss might be the need to step sell stops. I don't always set them with my brokerage.......but I set them and then use them to protect myself. Setting them with a brokerage only gives 'players/traders/MM's' a target. I set one here and was stopped out earlier this year. I bought back right up to the day before the dividend was effective.

  • Reply to

    Lenovo New Yoga Tablet to Include Pico Projector

    by haschultz1 Oct 9, 2014 10:11 PM
    haschultz1 haschultz1 Oct 9, 2014 11:15 PM Flag

    Thanks again. Found it using the title you included in your post.

    The larger 13" tablet is supposed to be UHD but the article doesn't say if the projector is that resolution or not.

    I had been thinking of upgrading my iPad (3rd Gen & pre Air Pad) but I may try this out before deciding.

    From the PC Mag article:

    "The 13-inch model starts at $499 with 32GB of internal storage, which is an aggressive price point considering the features. The 8- and 10-inch models will start at $249 and $299, respectively. Stay tuned for full reviews once we have a chance to test the trio in our labs. "

  • Reply to

    Lenovo New Yoga Tablet to Include Pico Projector

    by haschultz1 Oct 9, 2014 10:11 PM
    haschultz1 haschultz1 Oct 9, 2014 11:10 PM Flag

    Thanks. Where did you find this...and what is the resolution?

    Pico projectors are a great feature & should be copied in desktop, laptop, notebook & tablet PC's. Soon all we will need are projection screens vs. separate displays (still needed for touch).

    And, at a high enough resolution, this could really reduce the price of 'large screen HDTV's/UHDTV's'.

    From HIMX 2Q 2014 CC:

    "...after a lengthy cooperation and R&D period, we are pleased to be able to announce publicly that Himax and Lenovo are also partners for wearable device products. Himax is supplying LCOS micro displays for a variety of Lenovo’s products...

    Furthermore, in June we unveiled the Front-Lit LCOS technology, our latest, proprietary and patented LCOS offering...for the first time to the public at the SID Display Week Conference in San Diego. The new design represents one of the biggest technology breakthroughs of the head-mounted display industry. Our proprietary Front-Lit LCOS module enables an ultra-compact and extremely power-efficient optical engine by consolidating two major components of optical engine and integrating them into the micro display module itself.

    Presently, we are engaged with multiple tier-one customers in developing head-mounted display products using our Front-Lit LCOS technologies. After testing several competing technologies, these tier-one customers selected Himax’s Front-Lit LCOS due to its superior overall performance. We believe our LCOS micro display business remains an exciting and significant long-term growth area for Himax.

    Last but not least, we have been working with several industry leading partners using our unique and industry-leading wafer level optics or WLO, for the development of three exciting product areas of the future, namely array cameras, certain special purpose sensors and micro display light guides for wearable devices. Such development sometimes involves the capabilities of our in-house CMOS image sensor, LCOS micro display and video

  • It is supposed to be capable of projecting up to a 50" display.

    We know from HIMX 2Q 2014 Conference Call that Lenovo is using HIMX LCoS.

    To be specific, Lenovo is releasing 3 models and only one will have this pico projector. I see this as a great thing to have in a tablet and it should easily sell.......and catch on with other tablet manufacturers.

    In fact, I plan to look at the one with the pico projector as a possible purchase as this would be great to have.....for work and entertainment use.

    And, these are sub-$500 and include an 8 megapixel rear camera and 1.8 megapixel front facing camera. I wonder if either of these is from HIMX???

    You can view these at Lenovo's website.

  • Reply to

    OT : EMAN is halted

    by surrealskiller Oct 9, 2014 10:47 AM
    haschultz1 haschultz1 Oct 9, 2014 7:59 PM Flag

    From HIMX's Sept Investor's presentation, their FL (Front Lit) LCoS has a brightness of 20,000 nits & available today. As someone else posted, HIMX is not sitting idle as they continuously improve these.

    HIMX is more than LCoS & Google (gesture/touch control, display drivers, CMOS, WLO, etc)

    From June 2014:

    "....introduced an integrated LCoS micro display module called Front-Lit™ LCoS. Himax's proprietary Front-Lit™ LCoS module enables an ultra-compact and extremely power-efficient optical engine by consolidating two major components of optical engine and integrating them into the micro display module itself. These include: 1) the LED illumination system, and 2) the polarization beam splitter (PBS). Himax's new Front-Lit™ LCoS design considerably reduces the size while greatly improving the power efficiency of the entire optical engine. Equally important, the proprietary design also enables a much simplified optical engine design and assembly process, thereby lowering customers' optical engine manufacturing time and costs. Himax's Front-Lit™ LCoS is unique in the market and has been patented by the Company.

    Himax's Front-Lit™ LCoS has met the accelerating specifications of head-mounted technologies' display requirements such as a rich and bright image, a compact footprint, and low power consumption. Front-Lit™ LCoS produces over 10,000 nits of brightness and more than 50 nits/mW efficiency - the highest recorded ratio in the entire industry. The module also unites several new head-mounted technology requirements. These are: 1) a simplified optical engine manufacturing process similar to OLED's, 2)the high light efficiency of LCoS and, 3) the flexibility to adapt to various resolutions of LCoS. According to Himax's HDI team, Front-Lit™ LCoS is receiving significant interest by conference attendees including Himax's current roster of LCoS design clients and new entrants into the augmented-reality ("AR") and virtual-reality ("VR") technology space

  • haschultz1 by haschultz1 Oct 9, 2014 4:17 PM Flag

    Another 800,000 shares shorted in the last half of September 2014.

    Settlement Date Short Interest Avg Daily Share Volume Days To Cover
    9/30/2014 6,085,510 3,000,614 2.028088
    9/15/2014 5,271,667 2,599,396 2.028035
    8/29/2014 5,017,954 2,255,238 2.225022
    8/15/2014 6,023,040 2,911,134 2.068967
    7/31/2014 5,423,855 5,336,447 1.016379
    7/15/2014 3,127,848 2,574,646 1.214865

  • Reply to

    The road to the bottom is paved with rallies.

    by dbr_x6 Oct 8, 2014 3:24 PM
    haschultz1 haschultz1 Oct 8, 2014 5:51 PM Flag

    Keep in mind that earnings are coming so rationality via fundamentals will soon be back in play.

    See how Costco (COST) was up early today........even when the overall markets were way down as they beat on the top and bottom lines. Alcoa announced after close and they beat on the top and bottom line. People will just have to believe the 2Q 2014 was as strong as advertised.

    SWKS, NXPI and RFMD all beat on 2Q 2014 top and bottom lines and guided higher. And, who guides so high they don't meet/beat slightly????

    Earnings are coming now and funds will have to reduce the scare tactics and position themselves for growth and good reports.

TQNT
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