Very true . . . just making a point to SVS who seems to think he is the only one that knows anything about semis. He hates being called out by anyone that argues his points with facts or numbers. His constant drum beat of tier 2 supplier status is total BS . . . do you think that the Department of Defense gives out Cat 1A certifications to tier 2 suppliers of mission critical chips to them?
No, I have never heard of BRCM and know even less about AVGO . . . get a grip on yourself already pal . . . you might learn something by going back in time and studying the past history of BRCM from its very beginnings when the two Henry's set up shop in the living room of HTN.
. . . bad omen for another "tier 2 supplier"? What will this means for AVGO when they report in a month, smart money like SVS want to know?
Go figure . . . but ask SVS as he knows all . . . maybe one CEO was sandbagging their guidance and the other was being overly confident? Only time will tell, but one thing is for sure, as of right now, this great company has breached $96 and according to SVS, the boards resident SWKS expert, it would never see $96 again; he stated this about a week ago in one of his arrogant posts. What better not happen in the coming weeks, is for AVGO to wet the bed when they report or it is going to get real interesting for AL of the RF chip companies. And the other thing to never forget, is that in the end semi stocks ARE cyclical and all four of these companies have had massive runs.
Nothing to be scared about . . . "Random" generation by closing my eyes and typing on my keyboard; that simple. Others on the SWKS board were also interested . . . this is not a big deal.
It is a "screen name" . . . what's the problem with it . . . it is no better or worse than any other screen name one selects. I fail to understand the relevance of a screen name? I got it by closing my eyes, and tapping my keyboard. I am also not short SWKS; long actually.
But some of the people in this board think that they/SWKS can NEVER screw up . . . I have been around long enough to know that at some point they all do, and it usually happens when a company, and their management, gets too complacent and think they can do no wrong, and then something from out of nowhere rains down on them.
Don't kid yourself, it will happen here at some point, and most people will never see it coming. A healthy dose of skepticism is a good thing, and never trust management, even if they pay a small divvy, because ultimately they only care about themselves.
I will leave you with that to digest.
Ask SVS . . . he knows all . . . on 7.23.15 he said . . . SWKS will never see 96 again . . . it has been as low as 91 and change since then . . . what gives? When this thing finally unwinds after a miss, and it will happen at some point, it will be very impressive to watch. It happens to them all at some point. Arrogance eventually blows up in your face, BIG TIME.
by svs8200 • Jul 23, 2015 10:00 AM Flag
after the intra day low of $96 yesterday, then SWKS will never see $96 again. too many revenue drivers in the pipeline.
Boy is it ever . . . he reminds me of the all the delusional fans of BRCM and their former CEO (Henry T. Nicholas) circa 2000. They could do no wrong until the next power shift in chip stocks came . . . followed by the fall and flat line . . . for about 10 years, until AVGO purchased them. But yes, people that spew like this cat does, in my experience, are general full of it, and have real mental/personal issues and often suffer from little "d" issues.
The guy is clueless and the divvy as cut off late last year; not to mention their balance sheet looks like quiting time at a packing house
Fully aware of that . . . just saying that MS had these dogs as table pounds last year, along with SDRL.
The same clowns that brought to market MCP and SZYM . . . you should not place much faith in their work