In the latest look at stocks ordered by largest market capitalization, Russell 3000 component RF Micro Devices, Inc. (NASD: RFMD) was identified as having a larger market cap than the smaller end of the S&P 500, for example Graham Holdings Co. (NYSE: GHC), according to The Online Investor.
Keep painting your toe nails, gal.
Three sentences do not make a rant.
However, dbr, you missed the biggest inflection signal of all season: your adorable son svs652 correcting another poster's use of language.
That has to be a harbinger of major change soon for the markets, since svs652 can hardly spell his own way out of his own plastic penny loafers.
Some say sex change operations ended in Trinidad, Colorado years ago.
However, the international organ implant business is booming.
Submit travel log, date of operation, prognosis.
AUSTIN, Texas--(BUSINESS WIRE)--The highly promoted RF PA devices from Qualcomm are starting to hit production phones. The first phone built with the Qualcomm PAs utilizes both the QFE2320 (for low-band) and QFE2340 (for high-band) multi-mode/multi-band (MMMB) PAs. These devices, along with the other front-end components, are new offerings for Qualcomm which has shied away from the PA area up until now. Qualcomm introduced some expected developments including the first CMOS MMMB PA in mass-production and the first CMOS integrated PA/Switch in mass-production. However there was one big surprise.
“The unannounced characteristic, which is also an industry first, is not so much something that is there, but something that is not: the QFE2340 does not have a package. The PA is directly attached to the PCB—a technique that is common in the power management and connectivity realms but thus far has eluded the PA offerings in the industry,” comments Jim Mielke, VP of engineering at ABI Research.
The ~3mm x 2mm QFE2340 has a number of good merits but traditional PA providers (TriQuint, RFMD, and Skyworks) have been continuously improving their offerings too. Their product lines include MMMB PAs that support both high-band and low-band in a single package; with performance enhancements GaAs still offers over CMOS in high-power modes.
The newbies to Rfmd have no context for what they are seeing for the first time.
You're right: no buyout, no need for it.
Also, only having two insider sales in 30 days must be a new low record for insiders sales of Rfmd.
In a few more posts, svs"652" will run through his thin narrow agenda for you and other newcomers to the Rfmd board.
Ask yourself two questions:
1. Why is a Swks stock owner posting on the Rfmd board at all?
2. Why is a Swks stock owner bragging about his own investment on the Rfmd board?
The answer to the first question is "led" by the second, but the answer to both demonstrates a paper-thin narrow agenda.
Perhaps the third question is why does he persist when he has nothing to offer to anyone interested in Rfmd. For the answer, see question two.
Tqnt's mobile revenue was $144m in June qtr.
Filters Quinsey/Buhaly said were better than half that amount, say $75m.
Annualized that's $300m, but we know 2H14 will mean a big further rise in mobile at Tqnt.
Filters are projected to grow 50% for Tqnt next year and each year for the next several years.
$450m in filters in 2015.
$675m in filters in 2016.
And the premium filter business is high margin.
In sum, filters alone will count for 15% growth ($150m) in Tqnt total revenues in 2015 off a 2014 company base of 985m.
To me that seems like too high a number and I'm surprised no analyst picked up on the $150m yearly growth in filters.
A wee dram of JW Red will have to do. Hard to find good bourbon here. A Pacifico ice cold for thirst.
It's been a turning point week, and how great that both companies are hitting stride even before the merger.
I think you saw the real value in the merger overtaking the poor performance histories (track records) of both companies and furthermore that it would accentuate any upside that was going to come anyway this record year for RF.
I was too conservative valuing Rfmd where I did, because I sold the bulk of my original shares off old valuations in the high $7's. However, in the old mode, my valuation was not too far off. This is a new mode that happens to be coinciding finally with Creviston's team's work in LTE from three or four years ago now paying off big time.
I own now only 13 thousand shares, but bought and sold another 20 thousand from high $8's to mid-$10's.
I didn't get everything I wanted from this turnaround story, but I got healthy.
Notice that all the pain or pressure mgmt experienced (while they made millions) has been structured into Newco to avoid pain and the nonsense of dealing with what could be non-issues if they had been smart instead of hallucinating seven years ago.
To your point, maybe Brug and Priddy did learn something from the past years of pain and misery and will avoid being caught hapless in the future.
No chance for share price falling below $5 for institutional investors.
No chance for share price falling below $3 for investors on margin.
No dilution issues to fight trying to get to a decent eps for what has been a biblical 7 years.
Stock share count below the arch rival Swks.
Actually paid less than what a company was worth, in fact, stole Tqnt at $1.6b. Hell, Tqnt right now has a market cap of $3b just from the timing of the merger coinciding with the best year in RF in history and the back half of the revenue year.
No debt and building a cash position to exceed a half billion dollars very soon versus being in debt $540m with falling sales.
Anyway, sk_ , enjoy the ride.