• Brandon Gibbs
    Who wouldve thought AAPL would hurt suppliers?! QRVO down due to earnings and iphone situation. boo hiss!
    10/20/11
    Reply (11)
    • Brandon Gibbs: not their own earnings.. AAPL's
      10/20/11
    • talbano: Not so true QRVO warned a few weeks back 9/22 it lowered it's forecast
      10/20/11
    • talbano: I think too they are the one chip that they found 2 of in the Iphone- Many suppliers can be hit by poor management and other customers
      10/20/11
    • talbano: CRUS is a perfect example
      10/20/11
    • 1980XLS: companies like AAPL put lots of pricing pressure on suppliers, not a surprise.
      10/20/11
    • Brandon Gibbs: so what do you guys think, buy QRVO now in preparation for the iphone 5 and before next quarter when AAPL reports better?
      10/20/11
    • talbano: I think you need to let the price action guide you -
      10/20/11
    • Native Texan: Brandon and others, listen to me, I work in this industry on the supply side. I'm telling you, no one is ramping up from last qtr. Sya away!
      10/20/11
    • talbano: NT - you the man - I work in consulting - Buy anyone tech consulting company not enough people to fill the spots. Except BAH-levered to gov
      10/20/11
    • Hillbilly Stock Star: We are running way short on roughnecks, too!
      10/20/11
    • talbano: My husband's company has 13 consultants going on billing this month - including me ...
      10/20/11