07-11-2014, 10:27 PM
(07-11-2014, 08:14 PM)Bibi Wrote: I beg to differ. Traditionally 3rd and 4th quarters are supposed to be their best quarters. However now it's only marginally better than 2nd quarter. it seems that business is slowing.
Vested.
Er ... Yes, 2 H is traditional stronger and is playing out like it should.
2011 and 2012 are years of disappointment when 2H did not improve.
Also, tax paid is higher in 2014 than 2011-12.
Operationally, although not clear sunny sky, at least the dark cloud has clear.
It is doing better QoQ for second year in the row, and better YOY both in terms of top line and bottom line.
Customers are well-diversified. Although some like Qualacomn has troubles, I believe that can muddle along with small growth over the next 2 years. US manufacturing is improving too.
2015, we should have some contribution from printer segment from 3D, and the rest just need to hold up.
( vested and biased plus bullish )
life goes in cycles, predictable yet uncontrollable; just like the markets, but markets give you a second chance