Iqe Share Discussion Threads

[section75] 17/2/2017 14:43

I'm new on here however, I believe that this company has a lot of positives. Look forward to the Q4 results.

[yump] 17/2/2017 14:13

Well I never expected to be the only poster here for 12 hours. Although this doesn't really count as a post.

Seems the thread's main role was as talking therapy.

[panic investor] 16/2/2017 22:25

Still here but nothing to say on boring days like today

[lpavlou] 16/2/2017 20:57

Where is everyone today ?Good to see the share price holding at current levels. when it drops to 46p, it seems to trigger a raft of buys, before settling at 47p. That's a 2p rise this week, which I'd take every week. In fact I'd be happy with a 1p rise every week to the results.

[someuwin] 15/2/2017 13:22

Five weeks until results.

Am expecting this to be a lot higher by then.

[rutter] 15/2/2017 12:35

Wouldn't bet against a blue finish

[spoole5] 15/2/2017 11:59

Think we're done now till results.

[hammerd2] 15/2/2017 11:02

Oh no it doesn't.....

[amt] 15/2/2017 08:04

Break out I menrioned last week continues. On a roll now.

[tomyumgoong] 14/2/2017 19:22

Sorry....see you already posted that info!

[tomyumgoong] 14/2/2017 19:21

Maxwelldemon,International Rectifier acquired by Infineon in 2015.

[maxwellsdemon] 14/2/2017 18:53

Infineon took over International Rectifier (both companies make power switching semiconductor components) and International Rectifier had a plant just down the road from IQE in Wales. I wonder if there is any tie up with IQE or Cardiff Uni? The story below indicates that Infineon were seeking a buyer for the plant but I don't know what has happened?

[pugugly] 14/2/2017 18:35

max Thanks for link - Looks good but nothing is sure in the American Legal system - Just ask Trump ( insert your own comment if you like re potential damage that could be caused by T !!!!!) - Now a risk factor that all must consider

[netcurtains] 14/2/2017 18:26

Does anyone know why it did not go up today? I thought it goes up every day.

[tomyumgoong] 14/2/2017 18:15

Toffeeman,No...it's the other way around! Infineon are being sued by Macom!

[toffeeman] 14/2/2017 18:11

Aren't Macom being sued by Infineon?

I was looking for a GA pure play.....!

[sspurt] 14/2/2017 17:14

poombear - thanks. Are EPC a major competitor for IQE?

[tomyumgoong] 14/2/2017 17:01

poombearI like that Macom are mentioned in that article! As you probably know IQE and Macom are collaborating on GaN on Silicon. The difference being as mentioned in the article we will be able to produce on larger wafers, using the same process and machinery at a cost comparable with silicon. Basically, nobody will buy the incumbent technology anymore when they can get a better product(GaN on Si) for the same price!

[poombear] 14/2/2017 16:39

This article is worth a read. It's about how GaN os about to replace silicon for datacentre power switching.



And I liked this quote.

"As sure as the sun comes up, GaN is going to replace silicon in power conversion,”

[someuwin] 14/2/2017 14:38

Well that's Oclaro blasting through $10.

[someuwin] 14/2/2017 12:17

Buy the dips - imo.

[tonsil] 14/2/2017 10:33

Of the optical 5g customers which are the ones to follow?I've put a toe in the water with Oclaro Acacia and Macom but I'm still learning. Any ideas guys?IQE is now my largest holding.

[yump] 14/2/2017 10:16

It just so happens I have some in front of me ;-)