Iqe Share Discussion Threads

[busterdog2] 01/2/2017 15:38

Ummm, pop out for a bike ride and it goes mental! I'll try it again tomorrow.

[blueflame] 01/2/2017 15:03

Big boys are taking their positions for sure. This can only be good for IQE's exposure in the city and hopefully attract even more institutional interest. imo.

[moormoney] 01/2/2017 14:33

Certainly is!! What confidence 😄

[sspurt] 01/2/2017 14:26

Wow 30m plus vol - that is big

[fruitninja84] 01/2/2017 14:23

Looking good here now. Huge overhang cleared? Hopefully onwards and upwards to 45p. Gl all.

[spursspurs] 01/2/2017 14:22

Hopefully latest highs will hold, looking good

[someuwin] 01/2/2017 14:22

Wow - look at the volume now!

[rivaldo] 01/2/2017 14:21

30m shares traded :o)) Including a 12m and a 12.195m which may be a rollover, but with 3.25m at 41p which have to be Buys.

[prokartace] 01/2/2017 14:15

Well Yump I didn't get the correction but I did increase my holding at 38p for fear of not seeing a lower price and that was tks to your comments.
Cheers

[poombear] 01/2/2017 11:13

This is some growth projection in VR and AR markets, must be opportunity here.

[poombear] 01/2/2017 09:33

Interesting comment around 53 minutes into the Macom call, asked about GaN supply and if out sourced. Answer: some in house, but chomping at the bit to announce a partner supply agreement. "Within spitting distance". Hopefully this is IQE....

[yump] 01/2/2017 09:28

Here endeth today's lecture.

[someuwin] 01/2/2017 08:53

Good start.

[sweenoid] 01/2/2017 08:20

yep GAN coming along nicely ,it's going to get established and be a big winner for us

BUT FOR NOW , I think the key revenue driver is photonics and especially metro, data centres , cloud connectivity and 100G and beyond as buzz light year would have to say these days - these are MASSSIVE earners for us

Last night Macom referee to the HYPER-DRIVE conditions for those businesses especially metro and data centres
Olaro in their CC stated that they were SOLD-OUT in their 100G business - they simply cannot produce enough product to satisfy the INSATIABLE demands especially from China

Apple commentary was also very positive and ahead of expectations, that's great for our wireless business, as I have already stated increased complexity and innovation plays to our strengths , I think 2017 will be the year when we really see some great new innovation ( more CSneeded :-)) .Mobike World Congress later this month will see the Android community preview their new smartphones for later this year, I M hopeful that Huawei, Meizu and Samsung drive innovation , we shall see
2017 shaping up nicely for us- if our major customers are doing gang- buster business that must mean rewards down the line
S

[rivaldo] 01/2/2017 07:49

MACOM's Q1 results last night slightly beat expectations:



More importantly, it seems like GaN is progressing well and expectations are getting bigger and bigger:



"With that, let's move over to GaN. This quarter, we delivered on orders for initial production builds that I previously highlighted at two major customers. It still early yet, but we're making solid progress, turning their boards for customer qualifications and field trials.

I'd like to highlight two new developments, two leading indicators that were on the right track. First: one of those customers has asked us to negotiate a global purchase agreement for base station business, which they only require of strategic vendors that they plan to ramp through significant share of wallet. Second: one of them has now asked us to bid on a 900 megahertz platform in addition to the earlier 1.8 gigahertz and 3.5 gigahertz programs.


Subtle but very important is the fact that when customers consider new sources for legacy narrowband programs, where LDMOS has thrived, they do so with a major shift in suppliers in mind and with the intention of qualifying that GaN supplier for all frequency bands. This significantly improves our SAM model. We now believe that GaN adoption will end up widespread at all frequency bands simultaneously, which would provide us access to the full $1 billion TAM and base stations.

This is exactly what I saw with the adoption of LDMOS many years ago. When the first movers adopted LDMOS technology, it triggered a domino effect. Base station OEMs know they can't be left behind with outdated power amplifier technology. I believe this domino effect can only be enabled by someone like MACOM who can deliver the benefits of GaN at the required cost structure and, more importantly, with the supply chain flexibility to support search capacity for global wireless infrastructure deployments. At this juncture, our ability to execute operationally will determine the magnitude and scope of the GaN revenue ramp over the coming quarters and years."

[horneblower] 31/1/2017 23:07

4 me, I think there's still a long way to go in simple photography and video.

[lord gnome] 31/1/2017 17:19

Banging its head on 40p again. Knock three times?

[someuwin] 31/1/2017 10:26

Another big trade.

[yump] 31/1/2017 09:07

Beerbandit

I can remember cheating trying to fit lines into a scattering of points when I was at Uni. and its proved a very useful skill with charts ;-)

Perhaps that's how charting started. Someone did the same on a share price chart and thought 'I know, we could peddle this as science'.

[sweenoid] 30/1/2017 17:43

Busy day for earnings results tomorrow circa 9pm for IQE customers Macom and Oclaro ( Oclaro have already signalled a profit warning) as always the conference calls and outlook statements will be more interesting.

Apple also report - their statement is less important, but it does influence the share price of Skyworks and other IP providers

Both Apple and Samsung ..along with the other smartphone makers are in a bit of a technology 'stall' at present- not really any great advances in technology in the last 18-24 months- faster and better processor's I grant but no real new innovation , I guess VR will be the new innovation this year, either ways the more complex and innovative phones get , the better for us :-)

Qorvo add to the earnings results on Wednesday, another big customer and no longer getting a discount on their wafers from IQE :-)
S

[lord gnome] 30/1/2017 16:55

Yep, that's chartists for you, Beerbandit.

[beerbandit] 30/1/2017 16:29

Yump
So your saying sometimes it'll breakout up or sometimes down or sometimes move sideways.
Fascinating :-)