since EVERYONE will have to get the new phone as the cycle would have been over 1 year
Apple has locked in people to their products. Remember they are all now waiting for something new. The refresh cycle has been so long. Once the new products hit late this summer earnings will be revised up in a big way as EVERYONE will need a new product given the amount of time since the last refresh
Why I have no idea. PE is still 6
With a 3% DIVI and growth in the 5-10% range they will be fine. This price is already cheap
With the almost 3% divi and the buy back I am expecting $475 in the not so distant future
Will probably trim some once we get to $34 ish and see what happens
Average is now around $23 and I see this thing going to $40
At a conservative $3 per share this company should trade at $30 to $40 a share. If growth accelerates again in the second half you can say $40 to $45 is more like it
This should get us back towards 30 with 100 million phones being sold by year end. That is $4 per phone in revenue
OMG now I have seen everything
is up 10% cuz some billionaire bought shares but the company is losing hundreds of millions and CRUS and SWKS are down with solid revenue and positive EPS
What tech company other than one that has massive debt has that
QCOM got hammered because it is expensive compared to SWKS which is NO WHERE near a 52 week high
I have no idea why anyone would sell? There is NO surprise.
that is my estimate. Would give us a single digit PE going forward
Good job NXP!!!! With the recent crazy $6 a share pullback we just had I think we should get most of that back. See you all at $30 +
with most revenue coming this quarter instead of last
I see it happening soon
the way this thing is trading you would think that happened
you are right