Seeking Alpha
  • Valuable Insights
    We believe $IMOS cap-ex pull-in for "new mobile consumer application" - is for $AAPL fingerprint reader or $HIMX LCOS for $GOOG glass - wow
    8/15/13
    Reply (11)
    • Copious28: Good call on imos.
      8/15/13
    • Valuable Insights: They confirmed on call that new capacity is spoken for, including for use on fingerprint sensor for smartphone - nice sizable win.
      8/15/13
    • gsterling: VI - Did you understand their reason for going so slow on the buyback?
      8/15/13
    • cn_habs: Damn I just missed it...so much on me being a Mandarin speaker. Can someone summarize or where can I listen to it again?
      8/15/13
    • Valuable Insights: Gsterling - They didn't have a good reason for going so slow. One quarter they buy nothing, another they go too fast
      8/15/13
    • Valuable Insights: However, CEO SJ Cheng said that they get the message loud and clear and will go back to the Board about being more aggressive with buyback.
      8/15/13
    • cn_habs: $IMOS has been so volatile this morning after ER...sell the news much?
      8/15/13
    • Turno77k: CC was about as positive as could be. Stock price had priced in a disaster. We will be moving up at some point in not to distant future
      8/15/13
    • Valuable Insights: Turno - agree with you. 3Q numbers are easy, and 4Q could be BIG. Lots of near term catalysts and shares remain VERY cheap.
      8/15/13
    • rbarjr: Transcript's of the broadcast can be found here: http://seekingalpha.com/a/z3nq
      8/15/13
    • belly_ache: Down down down, for no reason
      8/19/13