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Technology Stocks : InvenSense (INVN) -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (274)	7/30/2014 11:22:10 AM
From: brokenst0nes	Respond to of 351

Yep, nothing really new there re costs, been the same for a few quarters, they continue to spend on other sensors and microphone side inflating R&D, but have next to nothing revenue wise for those. Now they have added the algorithm teams increasing costs further. Remains to be seen how that works out, we should be looking for improved ASPs and margins if they can monetize that side, or at the very least to stand still, and of course more volume. SG&A bigger company with more customers, more volume etc, still very high % growth, if anything should be other way around with scale and efficiency kicking in and improving things. Waiting to see how it looks once we see a full quarter of revenue from the new customers, and certain costs leveling off.