I do not know enough to comment with certainty on this currently mik...sorry. My guess is the on chip performance is related to enhancing the chip for use with the intelligent adapters. In other words, each chip will be able to handle more adapters than currently possible. Leading to less appliances required. But like I said, I will have to do research on it to be sure.
1) being long 3,500 shares does not make one a serious investor
2) being critical of management because you feel misled simply because pps goes in the wrong direction temporarily is a lack of understanding of the business
3) exaggerating how funny you are in your own mind proves the above 2.
I will repeat this for the last time:
Do not be surprised if the div is not the max pay out percentage allowed. If mgt sees hyper growth ahead, they will conserve cash to fund it. Or would you rather have the shelf go out? If a sell off happens because of the good news about a lets say 45 cent dividend is announced...that is the best buying opportunity you can get.
What we have here turb likes to refer to as the commitment Q. With those financials, we have max 12 months to wait for ... well if I have to tell ya, you shouldn't be in this stock. lol
LOL: and hence you have defined a market. The vast majority of us currently find the FMV about 45 as of right now today.
This is simply a waiting game. Waiting for the new recur revenue to hit critical mass. At that point the run starts. Will that happen this Q? no one can predict. Will it happen? much easier to predict.
This is the genius of the policy: If they forecast much demand for product, they may only pay out 25% instead of the near 50% max. A smaller dividend percentage would be an indicator of future assumptions made by management. So either way it will be a good news pr.
Just because turb likes throwing turds in the punchbowl:
Let us assume the inventory build was because time stamp was anticipated in Q X. This has been delayed on the testing and so uptake has been delayed. The required additional inventory to support an entirely new customer who needs time stamp will be quite the vertical win. (Read all of acquired customers included) When those design wins start to hit, the inventory will more than likely not be enough even at these current levels. this strategy also aligns with the larger space purchase last year. Anticipation can be expensive...but there is zero indication this won't play out...and it is all patented! This is in turb's opine the most likely scenario being played out right now.
Your point is it will be down sequentially? Then the market already knows that. Or is your prediction it will be down yr over yr? If the latter then you may have an issue, but given the wins, down yr over yr is highly unlikely.
Definetely a complete misunderstanding of a bull trap. Definetly drives in his dads driveway. The only Question mark is if they will announce the dividend amount, or will they save that for next months news? Definitely large numbers to be spilt on the floor!
That is the beautiful hting about moats. IF you don't understand the business, and you don't understand the process, and you don't understand the product...how would you ever understand when a moat is built?
OK OK a hint: look at the 2 acquisitions. Are they land grab only acquisitions? And once the silc gets inside a process, has it ever lost a customer?
Turb is of the opine we will see a 50% bonus in the pps appreciation when compared to the forseen growth rate for 2015. So 30% growth will yield 45% pps appreciation