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  • What I Want To See In Nokia's Q2 Report [View article]
    The sentiment on Windows phone and Nokia has changed much in recent months. More big apps will go to Windows phone platform. iPhone/Android are getting boring. BBRY is dead. Long Nokia!
    Jul 17, 2013. 07:06 PM | 11 Likes Like |Link to Comment
  • Cirrus Logic: Is This Apple Supplier Worth Buying Here? [View article]
    The reliance on aapl is not too bad actually. Iphone is losing market share, but still is a key player. And the whole market itself is still growing.

    The 160M/year of iphone is bad? If apple release the cheaper iphone, the iphone sales could easily hit 250+M/year.

    CRUS could get benefit on this without any marketing cost.
    May 28, 2013. 09:54 AM | 1 Like Like |Link to Comment
  • Cirrus Logic: Is This Apple Supplier Worth Buying Here? [View article]
    Ashraf, audio chip is not like the standard memory chip, too much private IPs on it, so it is not easy for apple to switch to another vendor.

    And another key point is Apple will release a second model (cheaper iphone) in this year. And this will definitely help CRUS to build higher sales volume.
    May 28, 2013. 09:41 AM | Likes Like |Link to Comment
  • Cirrus Logic And The Apple Effect [View article]
    If apple release two models of iphone in 2013, including a low-end iphone, the sales volume of CRUS's audio chips could easily double than last year. And this will definitely happen.

    And new retina ipad mini will be released soon. This will also boost sales volume.

    lower margin (only 5% less than before) is not a problem at all.
    May 24, 2013. 02:17 PM | 3 Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Qualcomm [View article]
    "Last quarter the company reported earnings fifteen cents ahead of the whisper number. Following that report the stock realized a 1.2% gain in five trading days. "
    Totally wrong number! the price up 5+% in following five days after last quarter report.
    Apr 24, 2013. 04:33 PM | Likes Like |Link to Comment