09-06-2014, 04:48 PM
Hi NTL,
Many things are different this round, although given the fact that it has 100 over customers, the net effect is never easy to gauge. But even if I am wrong, a net cash company that show it has the will to sustain its dividends even if it is more than 100%.
Recovery story has been around since 2012. There were 2 M&A in 2011, and another 2 in 2012. They underestimate it. The dust has cleared, verifone and tosiba has returned to venture, although market share is tough to gauge. Now they only have 1 M&A intermace.
2013 Q1 show the biggest plunge followed by the bashing of the stock price, 2014 Q1 show the strongest YoY Q 1 growth. 2013 has 4 sequential quarters of growth, whereas in 2012 and 2011, the growth is volalite.
2011-2013 are years HP underwent restructuring as is Oclare.
Customers of medical/ life sciences and testing/ REtail ROS are showing growth, projecting growth. While plexus lost customer in Jupiter network, venture gain customer.
But u are right, it is still just a projection. But when it is a confirmation, MOS would have diminish...
Many things are different this round, although given the fact that it has 100 over customers, the net effect is never easy to gauge. But even if I am wrong, a net cash company that show it has the will to sustain its dividends even if it is more than 100%.
Recovery story has been around since 2012. There were 2 M&A in 2011, and another 2 in 2012. They underestimate it. The dust has cleared, verifone and tosiba has returned to venture, although market share is tough to gauge. Now they only have 1 M&A intermace.
2013 Q1 show the biggest plunge followed by the bashing of the stock price, 2014 Q1 show the strongest YoY Q 1 growth. 2013 has 4 sequential quarters of growth, whereas in 2012 and 2011, the growth is volalite.
2011-2013 are years HP underwent restructuring as is Oclare.
Customers of medical/ life sciences and testing/ REtail ROS are showing growth, projecting growth. While plexus lost customer in Jupiter network, venture gain customer.
But u are right, it is still just a projection. But when it is a confirmation, MOS would have diminish...
life goes in cycles, predictable yet uncontrollable; just like the markets, but markets give you a second chance