InvenSense (INVN) Message Board

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Technology Stocks : InvenSense (INVN)

INVN 20.80

+0.4%

Oct 30 4:00 PM EDT

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To: brokenst0nes who wrote (288)	9/5/2014 9:01:48 AM
From: Elroy	Read Replies (1) of 351

revenue will jump next quarter to >100M with Apple Really? Well that kind of jump makes valuation harder to figure. What is INVN expected to do for full year 2014 revenues? Do they give that kind of guidance? Other issue is expenditure includes product development with zilch revenues so far. I think this is true of any tech company which makes new products. Saying that SIMO has been great and I would make the case for being in both rather than one or the other. Maybe so, I'm just wondering where SIMO's valuation may head to, if it gets something similar to INUV i'd be quite pleased. Sometimes it's hard to understand these uber expensive tech stocks like INUV when SIMO has better financials, perhaps similar growth, and half the valuation. There must be some INUV special story - are their gross margins really only 45% or should they improve?

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