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Tag: inflection
PMC-Sierra: The Inflection Point Skyworks Has Been Aiming For
2015-10-22 19:54:10| Semiconductors - Topix.net
Despite the market's initial reaction, SWKS acquisition of PMCS is a brilliant move by SWKS management to connect itself to internet growth. SWKS management has the operational expertise to reduce PMCS's 35% R&D expense, while maintaining current revenue growth and GM.
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inflection
Veeco Instruments: Inflection Point Seems To Have Arrived
2015-03-26 02:06:59| Semiconductors - Topix.net
VECO's trailing fundamentals look horrible; revenue has collapsed, profits have turned to losses, and shares have been range-bound for years. Overcapacity worldwide, but most notably in China, is finally starting to abate, and the company looks set to return to profits in 2015.
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instruments
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inflection
Antares Pharma: Preparing For An Inflection Point
2015-02-08 00:44:26| Biotech - Topix.net
As an investor who typically plans to hold stocks for the long term, I keep an active eye on patent filings and industry trends to help me get an idea as to whether the long term picture of an investment remains intact. Part of my main investment rationale for Antares Pharma has been that the future looks bright for the company, and that the market has completely discounted the pipeline from the valuation.
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preparing
pharma
antares
RadiSys Is Reaching A Meaningful Inflection Point
2015-02-03 11:57:28| Semiconductors - Topix.net
RadiSys sits before a large market opportunity in the VoLTE deployment cycle, and is an enabling technology provider for various LTE telecom equipment manufacturers such as Mavenir and Nokia Networks. After a significant restructuring, RadiSys' target operating model now has meaningful operating leverage to drive EPS growth.
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reaching
meaningful
inflection
Radcom Reaches An Inflection Point
2014-11-01 14:37:04| Electronics - Topix.net
Radcom reported solid Q3 results driven by continued adoption of its new NFV-ready, customer experience management software product, MaveriQ. Revenues up 26% and the company earned $0.10 EPS versus a $0.15 EPS loss, y/o/y.
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radcom