Long/short equity, medium-term horizon, eCommerce

Dialog Will Succeed Where Cirrus Fails

The slowing sales of Apple (NASDAQ:AAPL) have been a nightmare not just for Apple stakeholders, but for every other company linked with the fruity technology firm. Increasing competition, lack of new products and lack of any blockbuster products has meant that not only have Apple faced slowing sales, but shrinking margins as well.

With their dynamic rise to one of the world's largest companies, the many companies that supply components to Apple products have similarly reaped the benefits at the expense of concentrating their customer base.

Firms such as Cirrus Logic (NASDAQ:CRUS) and Dialog Semiconductor (OTC:DLGNF) have seen their booming business models halted by worries about their own revenue growth and margin reliability. Cirrus...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details