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Re: Tablets

By: Cactus Flower in ALEA | Recommend this post (0)
Thu, 31 May 12 3:24 AM | 81 view(s)
Boardmark this board | The Trust Matrix 		Msg. 08179 of 54959
(This msg. is a reply to 08178 by Cactus Flower)
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I'm sure someone will ask SS to add some colour (the word investors seem to like) in the unsafe harbour.

It will go something like this: Wave could get up to $10 per unit, volumes could be as high as 10m units depending on the uptake, we have great relationships with oems and they are really enthusiastic to start shipping.

What does this mean? Nothing. It's one long hedge made out of conditional optimism. This is the problem.

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Re: Tablets
By: Cactus Flower in ALEA
Thu, 31 May 12 2:49 AM 		Msg. 08178 of 54959

This is a classic microscope versus telescope conversation.

dig, they didn't provide sufficient information to derive a forecast.

Volume is unclear.

Unit price is unclear.

OEM timetable is unclear.

Only thing that seems fairly clear is that MTMs and/or TZ-enabled units (poss synonymous) were not included assuming the strict definition of TPM.

Since it yielded an 8k, I hope samsung is a material item.

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