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  • The Power Of Fear: Is Gilead A Buy Or Sell In 2015 After 1st Quarter Guidance? [View article]
    But on the upside they have discovered yet another cure in a huge potential market… their conference calls can cure insomnia.
    Feb 4, 2015. 07:10 PM | 2 Likes Like |Link to Comment
  • Semiconductors: This 'Bargain' Sector Is Up 40% And Headed Much Higher [View article]
    Very well thought out article Amber.
    "Perfect market at the perfect time"
    Seems to me Skyworks will report about $1.12 this quarter.
    But the big thing is my WAG would be to expect them to guide to about 860 Revs and at least $1.40 in earnings. Based on growth in yoy revenues, sequential revenues, and gross margins. I think that would be over 100% yoy earnings growth first quarter. More importantly, what are your thoughts on earnings and revs?
    Still less than a 10 billion market cap also. And growth is accelerating.
    Those are numbers you don't see every day. But I'm probably wrong. That seems to good to be true.

    Disclaimer: And by way of disclosure I am long Skyworks and Avago but mostly Skyworks. And I am not an expert at all so no one should invest based on what I write here.
    Oct 24, 2014. 10:13 PM | Likes Like |Link to Comment
  • Gilead Sciences: The Shorts Did Indeed Get Squeezed -- What's Next? [View article]
    Not trying to stir the pot… and I am long options… but does anyone else see a head and shoulders on the chart? Spare me the "technical analysis is bullcrap" comments. I trade mostly fundamentals myself but I do try and watch the charts. I'm just beginning to learn technical analysis and that's why I'm asking if anybody that is posting here is good at chart analysis and can confirm or deny.
    Please don't buy or sell based on what I say because I know next to nothing.
    Sep 13, 2014. 03:39 PM | 1 Like Like |Link to Comment
  • Is This As Good As It Gets For Ambarella? [View article]
    Hard to believe none of this would be protected by patents but you know more than I do about it. I am going to find out what I can about patent protection and post it here.
    No matter what the specs or how great the current products are the company isn't worth much if their stuff can be copied and commoditized. IMHO.
    Sep 6, 2014. 08:48 AM | Likes Like |Link to Comment
  • Is This As Good As It Gets For Ambarella? [View article]
    I recently changed a video security system I had from analogue to digital and the difference is unbelievable. The IP security cameras are a quantum leap over analogue. And cheaper. I think all security will be IP based and the transition will be rapid. It's phenomenal the difference.
    Regarded… do you have any info on what patent protection AMBA has on their technology?
    Sep 5, 2014. 11:07 AM | 2 Likes Like |Link to Comment
  • Peregrine Semiconductor: Heed Management's Warnings Of Further Market Share Loss [View article]
    Hi Stephen
    I'm curious if you looked at Avago earnings information after you stated you thought Skyworks looked the strongest. I have liked Skyworks in the past but now I'm having some difficulty comparing quarterly results of the various players. Those players being primarily Skyworks, Avago, and Triquint. With all the buyout and merger activity it's difficult to compare quarter to quarter on any of them And I don't know enough to decide how important the FBAR that AVGO uses is compared to the primary SAW based technology that Skyworks uses. Any suggestions on reading material I could check out or your opinions on the situation would be most appreciated. So much growth in this area perhaps they will all be winners.
    Aug 31, 2014. 10:46 PM | Likes Like |Link to Comment
  • Peregrine Semiconductor: Heed Management's Warnings Of Further Market Share Loss [View article]
    Hi Stephen,
    Many companies will have issues as this business moves from commoditized chips to custom modules. Skyworks CEO has repeatedly said that the supplier list for smartphones and IoE is coming down to just one or two contenders in many applications and the solutions are custom and exclusive. I can't say I had a good understanding of that dynamic until I saw Aldredge's slide presentation at the Oppenheimer conference. I wasn't there at the conference! Don't get me wrong! Mongo but pawn in game of life. The presentation is there for all to see (even a peon like me) via a link on Skyworks website. He explains very well why margins are going up. The business has become so complex that companies can't just sell chips anymore. They have to sell whole custom solutions to win the socket. Thus it's no longer commoditized. In fact it is my (probably worthless) opinion that a lot of pricing power in the business is shifting to the suppliers of smartphone components and away from the manufacturers of finished products. Explained very well by Aldredge in his presentation so I won't go into it.
    Something happened with Skyworks right when they made that earnings pre-announcement. Their revenue growth rate virtually doubled! Unbelievable. And not even in one of their historically stronger quarters! Usually Qtr 4 and 1 (fiscal) are the best. Anyway… I sound like a salesmen or huckster which I am not. I am long Skyworks and just trying to share with my fellow small individual investor buddies what I think is a great opportunity. It's not just about smartphones anymore. I'm not as familiar with Triquint or Avago. When I did my analysis I thoughts Skyworks was outgrowing them. When you mention Avago is growing revenue 90% are you including what they gained from the LSI acquisition.
    By the way Stephen thank you so much for all your articles over the years. They are wonderful. I was saddened to see that you are mostly PRO only now and you have written almost exclusively about banks. But that is your business and I wish you all the luck in the world. I enjoyed your many articles on retailers and tech companies. You've made some great contributions to this website. Thank you for that.
    Aug 20, 2014. 09:29 PM | Likes Like |Link to Comment
  • Gilead Down On Merck-Idenix Deal, But Little To Fear [View article]
    Why that price?
    Jun 9, 2014. 04:15 PM | 1 Like Like |Link to Comment
  • Gilead Down On Merck-Idenix Deal, But Little To Fear [View article]
    I wonder if we make it to the next support at $76.50 or so. Also that's the 50SMA. Just saying. I'd like to add some calls also but not sure if right here is the spot. Heavy volume today but I wonder if it's the final whoosh of this scare.
    Jun 9, 2014. 03:22 PM | 1 Like Like |Link to Comment
  • Focus On Skyworks Solutions [View article]
    Thank you for the response.

    The thing that is really interesting about Skyworks this quarter is that the guidance is that they will be just about doubling revenue growth rate. They have been growing year over year at about 12% but this quarter guidance is in the 20's. Also if you read or listen to the conference calls you find that gross margins rise very nicely as volume rises. That would explain the guidance for a 35% increase in earnings. Now with a lot of companies you might think guidance/schmidance but Skyworks usually beats. Just barely. Which is what you want. Their guidance has been spot on for quite a while now.
    But then we have the issue that the Naz is selling off a bit. That's why I like the LEAPS. Gives a guy a little time.
    One concern is the differences between SAW and BAW filters. I read a bit about it but don't grasp it. Any engineers reading this? BAW seem to be gaining in popularity.
    One other concern is how much stock the executives are getting. aAnyone know a site that has exact details of executive compensation plans?
    May 7, 2014. 08:20 PM | 2 Likes Like |Link to Comment
  • Focus On Skyworks Solutions [View article]
    Do you think the Panasonic deal was factored into guidance?
    May 4, 2014. 01:23 PM | Likes Like |Link to Comment
  • Skyworks Solutions: Earnings Preview [View article]
    I read the articles.
    Do you know why the quote says SWKS has a 22 PE? You say it's 12.3. The article above also says SWKS PE is 22.19.
    Just comparing that 12.3 PE to TQNT, RFMD, BRCM, SNDK, QCOM or even INTC it seems low. SWKS is in the top echelon in growth but at the bottom in PE.
    And it seems like the marginal buyer can't quite make up their mind. That's the beauty of the market isn't it? The marginal buyer changes their mind frequently about what a stock is worth.
    This quarter will be interesting. Should be fun on Tuesday. I think they will beat on the top line and beat on the bottom line by a couple cents.
    I'm not taking into consideration the introduction of a dividend, the inclusion in the S and P 500 or the stock buyback or the increase in cash.
    Apr 18, 2014. 07:46 PM | Likes Like |Link to Comment
  • Skyworks Solutions: Earnings Preview [View article]
    Just curious. If SWKS beats 59 cents by a penny or two they will have about 25% earnings growth. Why do you think 9 is an appropriate PE for a 25% grower?
    Apr 17, 2014. 07:51 PM | Likes Like |Link to Comment
  • A Few Encouraging Reasons Why This Stock Is A Superb Buy [View article]
    Surprise! Now we are getting a dividend.
    Mar 3, 2014. 08:59 AM | Likes Like |Link to Comment
  • A Few Encouraging Reasons Why This Stock Is A Superb Buy [View article]
    Yes. I understand that. What I don't understand is "When is the mid-term?"
    I guess they probably want it to be nebulous. "Someday we will probably make $3 a share" tells us nothing.
    It's not the $3 earnings that confuses me. Nor the difference between earnings and cash. It is "what the heck does mid-term mean?"
    And I guess the answer is that it is intentionally nebulous.
    Thanks for taking the time to respond gamezaj. I appreciate it. But I don't think my question can be answered.
    Feb 27, 2014. 08:36 AM | Likes Like |Link to Comment