instead of making well documented research, several analysts launched false statements like: rfmud likely won a PA or gained the most content. absolutely a shame how stock analysts try to manipulate the market. I do not understand why this continues to be tolerated.
that will never happen with this company and if it does the price will not be higher than $5. No one is interested in a company making only 2 cents on record revenues and with a management that is only interested in huge amounts of free shares.
swks will post record eps and revenue in the coming Q's while rfmud will only show revenue growth with marginal profitability. Buy swks while it is stil relatively cheap. It will be over $30 while rfmud will revisit sub $5 where it belongs.
every day in case you missed it.
prid&brug: thank you very much dear shareholders for lifting our stock to near $6 so we can take the opportunity and dilute the stock a little bit more every day.
always the same with tqnt and rfmd. their lousy execution destroys sentiment.
SWKS totally undervalued now due to panic by people who does not know that swks is managed excellently.
SWKS should have published first but it is next week because they closed 4Q and Y13
and GAAP epqs of course reflects the impact of the massive free share sales by management.
So in conclusion, this company is virtually unprofitable on record sales. Good work prid&brug!
brug already warned between the lines: seasonally 10 to 15 % down
on the other hand Aldrich said 1 Q14 (calender) will be substantially better than seasonal.
yes and make sure they arward themselves even more free shares. No risk for them, always straight into their pockets. Only the poor long term investor pays the price. Thank God I saw this years ago and rediscovered this summer. What a shame!
the rf space is very competitive and only a decent management knows how to diversify into new markets. Both avgo and swks are doing that while rfmud completely fails to enter new opportunities. All acquisitions rfmud ever did were a failure and be sure the amalfi $47 million 2G acquisition is another complete waste of precious shareholders money.
their business model is a failure and together with the arrogant free share awards, destructive to shareholder value. The likelihood is this will continue into the future and experienced investor know that. The only thing you can do with it from time to time is a risky trade or sell some puts low enough. Calender 1Q 14 will show a severe setback and the shares most likely will collapse another 20 %.
of course the only alternative in the rf-space is SWKS, which is the opposite of the above. SWKS will go above $30, $35, and probably $40 while rfmud will revisit $4. So the choice is easy.
probably prid&brug will stay in their hole because they will look laughable compared to swks.
so what Monrio? I left rfmud because I recognized the pumping and arrogance of prid&brug and especially the extremely poor performance on record revenues. Yes I bought altr and sold them when the technicals told me and $60 was mentioned as a long term target and it still is. And yes I hold swks and will sell when the technicals tell me to do so because when you do not do that, you are a loser and that is what you are a clear loser, not able to adapt to the ever changing fundamental or technical circumstances.