Wolfson Microelectronics Share Discussion Threads

[acgent] 16/11/2010 10:01

samsung phones
some lg smartphones
whichever tier 1 phone make it has won over(RIM/HTC). It should account for 10% of revenue in 2011.
kindle 3

audio stuff/tvs/blue-ray i have no idea

[tonsil] 16/11/2010 08:18

anyone feel able to list some of the more significant products containing wlf that are expected to achieve high sales volume (other than samsung)

[glyn10] 16/11/2010 08:11

off you go then Dom, a couple of hundred k will do for starters

[domtheone] 15/11/2010 19:57

Edging down, day by day.

Absolutely anemic volume though.

Just need somebody to buy a few shares and hopefully it'll bounce.

[pjw956] 14/11/2010 23:19

Samsung plans to smash Android rivals..
Posted in Mobile, 14th November 2010 08:18 GMT
The most dramatic aspect of the smartphone market in the second half of 2010 has been the reinvention of Samsung. Samsung's Galaxy S has shipped 7 million units and has set targets of 20 million for this year – plus one million tablets.

Always a powerhouse in mass market handsets and feature-packed media phones, the Korean giant was still the ugly duckling of open OS smartphones. But the success of its Galaxy S Android range, and to a lesser extent the Wave, which runs its own bada OS, have turned it into a swan that is giving Apple a run for its money in terms of mobile allure – and aims to have the same effect in tablets.

Samsung is targeting over 40m unit sales in this category next year, according to mobile division chief Shin Jong-kyun. He told the Nikkei business daily that Samsung is targeting 20m smartphone sales worldwide this year and double that figure in 2011. Both forecasts are improvements on Samsung‟s original goal, articulated when it unveiled Galaxy S, when it said it would sell 18m this year. However, it is being slightly more cautious than in September, when it said 2010 would see 25m shipments, rather than the vaguer "more than 20m" of Shin's interview. By the end of 2011, however, the firm expects to have double-digit smartphone share, though still lower than its overall handset share of 20 per cent and rising.

My view ......I think one of the reasons that wlf gave so called poor guidance was because it is now at the start of the sales cycle for a number of potential big sellers and no one quite knows how these are going to pan out ... early signs are optimistic ... my posts above....and the market has probably not yet priced in some of these potential growth areas....time will tell...

[keybored] 13/11/2010 01:39

Good post and I agree about the future, not been a great week question is time to buy some more ? ... I am pretty sure there is a big swing coming here its more of a how soon

[glyn10] 12/11/2010 11:56

that put the kiss of death on it boadicea !!

[boadicea] 12/11/2010 09:39

WLF being interestingly contrarian to the market so far today.

[keybored] 08/11/2010 00:45

I still feel we will perform here, Samsung are a horse i would back any day, with a wealth of product ranges you woulld want to get designed into... I do believe all the design in work over the last year has yet to pull thru... think it was a cautious commentary from the BoD

[acgent] 06/11/2010 19:41

If these projections from samsung come true then all holders will be laughing:

We've already heard Samsung boast that it expects to ship 10 million Galaxy Tabs by next year, and the company's now back at the prediction game yet again, with mobile biz president J.K. Shin saying he expects the company to sell a million of them this year alone -- given that the end of the year is fast approaching, that translates to a million sold in just under 60 days. As if that wasn't enough, Shin also told Nikkei that Samsung expects to sell 40 million smartphones in 2011, which is more than double its projection for this year -- of those, it obviously expects the majority to be Galaxy S phones, but it has quite a way to go from ten million it expects to sell this year. Incidentally, Shin also dropped another hint that Samsung would "soon" be releasing a 10-inch Galaxy Tab, but he doesn't seem to have provided any more details than we've heard before.

[domtheone] 04/11/2010 19:15

keyboard. No idea!

I can't quite believe that the share price movement this year has been just about the turnaround of the companies fortunes though. Always a nagging feeling that these were being lined up by someone.

Markets are toppy. WLF had a great run etc etc so i'd settle for the share price not falling back any further to be honest.

Others have already indicated here, perhaps the share price has got ahead of itself but whenever there's any buying volume the share price shoots up so I just hope that we get new buyers soon.

See what the press etc etc say in the coming days.

I'll listen to the conf call in the next few days and see but I don't want to make the same mistake again (only selling half my holding at £4-£5 whilst I left the rest sitting there as the share price tanked into oblivion).

Shirley enough positives (for the time being) to see the share price not return to sub £1.50 though lol.

[keybored] 04/11/2010 16:07

I listened to conf call also, agree with you acgent

[keybored] 04/11/2010 15:58

domtheone..... whats your thoughts on short term movement from here

[domtheone] 04/11/2010 14:54

Judging by the volume today, everybody already has their position. Absolutely zero interest (not that it matters going on the share price performance this year) in this share save for the odd select PI/Institution.

Negative broker comment today so guess we should be thankfull that it's only 5% down and not 3-4 times that.

Roll on the T/O

[keybored] 04/11/2010 11:58

have you sold acgent ?

[acgent] 04/11/2010 09:44

I just listened to the conference call.

I can safely say that I feel more confident about holding these shares than I did at the same point last year, or even the year before. I think 2011 will be a good year for Wolfson. Their audio hub products are clearly popular. Even the low end of the guidance is a massive improvement on the start of year.

Domtheone: You are a very brave man.

[domtheone] 04/11/2010 09:10

Touch wood, nobody of significance is runnnig for the exit.

Only small PI's selling out at the moment.

Can't quite believe this is the end of the ride but if it don't bounce from here..

I'll be brave and say we'll end the day flat :-)

[sailing john] 04/11/2010 08:58

Fab - exactly how I read it. Disappointed in Q3 results and Q4 guidance so I sold out at the bell. Had a very good run this year though.
GL all
SJ

[keybored] 04/11/2010 07:52

Back in profit, and outlook getting better

[keybored] 03/11/2010 20:32

yip but the other 2 went down..... mixed views then... dont know if i am looking forward to tomorow or not

[gerardp] 03/11/2010 19:54

L&G showing confidence by topping up - holding gone from 5% to 6%.

[keybored] 03/11/2010 19:04

Woops !!..... getting a bit nervous now

[domtheone] 03/11/2010 16:37

D Day tomorrow.

Could easily see a 10% fall or rise.