$展讯通信(SPRD)$profit margin much down, it hint Q1 will more difficult ,and also need to show LTE real business potential .
1. quarter report is bad
2. lose apple design in new model
$展讯通信(SPRD)$profit margin much down, it hint Q1 will more difficult ,and also need to show LTE real business potential .
$锐迪科(RDA)$ all RF component (rfmd avago skws tqnt) fall down much due to qualcomm RF360 lanch . rda will face tough situation. like others RF company , they need to find BB & AP company to merge . it will be hard to surviving as a RF company .
$Atmel(ATML)$there are still many opportunity to wave up if buy at $6 , since its business is link to microsoft shipments .don't worry .
$美光科技(MU)$飙升是因为wall street big investors的助推,尽管他还在亏本,Eipida&南科需要要挟机构投资更多钱,
$飞思卡尔(FSL)$wall street 的力量在助它涨
$展讯通信(SPRD)$可能库存大,业绩一般
$AMD(AMD)$AMD的股价会在2到3美元之间徘徊,其业绩不可能有较大的翻身,除非发生分拆,合并,卖IP,退市私有化,其股价才会根本改变好
$展讯通信(SPRD)$downgrade by 2 机构。sprd needs some real good news to upgrading .
$凌云半导体(CRUS)$
1. i still believe it can rebound up when apple release some good news. so don't worry when you hold some stock. you also can buy some if you are aggressive .
2. Generally apple will ask supplier to promise manufacture capacity for iphone ,so ...
$迈威尔科技(MRVL)$it will drop again . i don't believe they have ability to unveil patent penalty . high risk stock if you are conservative
$美国应用微电路公司(AMCC)$it is too high to buy. too much risk for future profit return .