Jeff--I'm still here and thought the cc was *completely* awesome. Guidance for the 2H of the year was very very positive, and again (broken record here) I think we are relatively early in the overall design cycle for this next generation analog infrastructure.
BTW--I own a sliver of ADI too-- IMO, you just can't go wrong with this entire niche because barriers to entry are just so difficult (Read: gross margins continually increasing). As you know, newbie companies can't just come in and hang a shingle up in this space, as analog circuitry is more an art than a science. If only we could roll up the analog engineers and IPO them!!! :-)
I liked very much when the CEO said that SMTC had lost NONE of its engineers. That is mucho importante.
Anyways, the only thing I thought was somewhat odd was the lack of analysts participating in the call. Maybe everybody is so comfortable with managment, the story , and the numbers, that they have moved to 'auto-pilot' mode , in that they just tune in for the playback?
In any event,I agree with you that this is a keeper. IMO, We're gonna keep doing the splitzies for the next few years. STAY LONG--
leeza
(p.s. if you have the time please listen to the ACEC conf call--I think the sun, the moon, and the stars are finally aligned for this company) |
