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Sorted by: Date | Top Results
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| 1. |
Re: swks simply remains the best and 
As long as there is doubt about mgmt's ability
to grow the company's revenues, there will be
manipulation because that is how the stock is viewed:
a stock to manipulate...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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9-Feb-10 09:16 pm |
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| 2. |
Re: I dont think
Next week might bring some big news with Barcelona
happening. Then the week after that, even bigger news
might come since Chinese New Year will be over and
March shipment rates will start to...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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9-Feb-10 07:53 pm |
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| 3. |
A $900m hit.
The company took a $900m hit and it is taking over
three years to pay for the excess price, all for MPG
that is reporting sales 20% below 2008. Until that
extra $500m...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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9-Feb-10 04:02 pm |
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| 4. |
Re: So what&&39;s that gotta do with RFMD???Re: HTC Announces 15 million share buyback
How high is up?
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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9-Feb-10 09:33 am |
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| 5. |
HTC Announces 15 million share buyback
Amounts to $280m, after stock shareprice had fallen
40%. http://www.reuters.com/finance/stocks/keyDev
elopments?rpc=66&symbol=2498.TW×tamp=20100209
071400
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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9-Feb-10 08:47 am |
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| 6. |
Re: Chinese New Year
Cash is King, The missing ingredient in your analysis
may be the market's memory of Rfmd. How long have
you followed Rfmd? Yes, money is money, but track
record is track record. I don't think...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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8-Feb-10 04:09 pm |
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| 7. |
Re: Chinese New Year
I think Priddy was talking out of his hat using $30m
per qtr in revenues as an upside. But even $15m per
qtr in upside drops $9m to income and therein lies
the...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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8-Feb-10 04:00 pm |
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| 8. |
Re: Chinese New Year
To get the PE of its peers, doesn't Rfmd have to
be net cash/debt neutral like Swks and like Tqnt.
Both Swks and Tqnt are showing earnings power, and
are growing revenues as fast...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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8-Feb-10 02:53 pm |
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| 9. |
Re: Chinese New Year
I think the stock wants to go up, but waits for a sign
March is going to pan out the way Rfmd has been talking
about it since early December. Recall the execs..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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8-Feb-10 02:34 pm |
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| 10. |
Chinese New Year
Chinese holiday ends next week so this week may be
slow for announcements. Late next week the order rates
for March may start to become clear. I wonder why
Triquint has taken so long...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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8-Feb-10 02:10 pm |
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| 11. |
Re: New Math
It's not hard to figure out the number since Creviston
said down 10% and VB said flat to up sequentially.
Yahoo in analyst revenue estimates for March reflects
the number.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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7-Feb-10 01:15 pm |
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| 12. |
Re: New Math
To note: Altera just announced a meager buyback of
14m shares, but of course it represents a lot of money
at $20 per share.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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7-Feb-10 10:08 am |
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| 13. |
Re: New Math
Good points, doc. You're right in that whatever
is worth doing is worth doing so it has an impact
.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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7-Feb-10 09:51 am |
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| 14. |
Re: New Math
Sounds like a stable way to handle new surplus cash.
1/3 - 1/3 - 1/3.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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7-Feb-10 07:38 am |
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| 15. |
Re: New Math
Thanks Veqas for explaining they were averaging. I
wondered how they came up with the diluted amount.
Recall Rfmd bought back 30m shares in...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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7-Feb-10 01:26 am |
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| 16. |
Re: New Math
Spec, Worst case scenarios seem to be how this stock
is being viewed. But does it make sense to run the
company based on worst case? Current cash...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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7-Feb-10 01:18 am |
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| 17. |
New Math
Is Priddy saying 20m shares might convert so he's
calling the count 285m shares when the float is 265m?
If Rfmd buys back 20m shares at $4 per...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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6-Feb-10 05:56 pm |
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| 18. |
Re: RFMD finally is buying back its shares
No, I thought I would lend my wild interpretation to
the trading action since no one else is shy about
cockeyed interpretations. As for buying back when
the...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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6-Feb-10 03:40 pm |
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| 19. |
Re: RFMD finally is buying back its shares
Brug and Prid started taking this message board seriously.
Then Priddy got out the crowbar, forced open the company
vault, and bought some Rfmd today. It's clearly
been...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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5-Feb-10 03:30 pm |
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| 20. |
IDC: Summary Report & Outlook
Mobile Converged Devices. http://www.idc.com/getdoc.jsp?pid=23571113&containerId=prUS22196610
The worldwide converged mobile device market (commonly
referred to as smartphones...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RF Micro Devices, Inc. (RFMD)
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monrio1 |
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5-Feb-10 11:10 am |
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