the delay was the reason for the PRE announcement last Q and it covered this Q. With all that has happened since, I see no reason for another guidance lowering...course that doesn't mean it won't still happen. I just know which way I would bet
Turb much prefers the days where there is no news. Then a working knowledge of what is supposed to happen, compared to what is happening is valuable. The VERY 1ST 100 gig design win is the forteller of things to come. This jump is what the wait has been about. SILC has innovated its way to be in the upgrade cycle and hasn't been beaten out by competing technologies. These are patented items going into 100 gig. 100 gig is about competitive advantage for the industries that use it. It will not be an optional upgrade. ONE current customer has started the ball with that design win, now the snowball effect will happen. (How long until is not knowable, but turb will guess at internet speed!)
Since turb rarely tells when to sell on these boards due to not knowing everyones situations, one invested here should know how many customers silc has currently. Every new customer gained during the 100 gig cycle is gravy. When you count to over 90 percent of current customers have been converted to 100 gig, (read design wins announcements) about a 24 to 32 month time frame after that will be the end of the party for turb. (assuming no buy out) This is a very simplistic way to look at it, but if no change occurs in between, it will be accurate enough to maximize returns. This is very similar to the VCLK play a decade ago for those that went along on that ride. Dell putting EMC in play is a clue to how large this 100 gig cycle will be. The wait is almost over, now would be a good time to look for the next super cycle and stocks in the micro cap world to play it with.
He was saying similar things at 3 dollars a share too. That growth rate from 3 dollars a share looks pretty good averaged out. The difference is; he provides information as to the why things are about to happen, you provide opionions, and opinions are like
hapi; The fact that they announced their first ever 100 gb win, bodes very very wll for about a 4 year cycle. That acquisition would also indicate a good future seen by management. The fear of the guidance should be considered almost mitigated to zero at this point. The reason for the pre announcement was the delay in uptic of orders. The shift to 100 gb is most likely the reference delay. The design win in that arena speaks volumes. now it is economy dependant, and no company has visibility into that. most likely they are considering this a when/not if scenario currently and i can wait for the when.
And strangely: why would the premise be that a market of stocks would control every stock in the market? If you accept the premise, you should only invest in index funds. If because the company itself has issued numbers for this Q below the market of stocks anticipation of the numbers, and the pps is being held down until the companies return to above average growth arrives, that appears to be a much higher probability than the up day should lift all stocks premise. The 1st 100 gig win, and the acquisition would tend to get turb to believe the managements last forecast. Course, turb is but one investor in a market of investors. Once the majority believe, turb will be rewarded for the nerve to go against the market of stocks movement of an individual stock.
It all appears so easy, yet apparently many choose to confuse issues. I guess that's why we have a stock market, and not just index funds.
Since this is still in land grab mode from the business end, if einstein bagels could contribute to the customer base, all for it!
As in all land grab modes, the profitable companies win out...assuming they don't become unprofitable during the land grabbing.