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...

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