Posted:
#51
15.12 little pop
I have gift for all of you ...
Posted:
#52
Quote Originally Posted by PASA818:
Cave - I'm not really into the stock market. But any idea how high this invn can go. I don't see the smart phone going any where. The iphone doesnt seem like a hot phone as samsung is 1/2 price cheaper.
Cave - I'm not really into the stock market. But any idea how high this invn can go. I don't see the smart phone going any where. The iphone doesnt seem like a hot phone as samsung is 1/2 price cheaper.
You gotta be kidding!! Do you know how much is a Galaxy Note II ?
If you don't know something, please don't speak out so loud!
Posted:
#53
Feb 12 - Update. Well it looks like we did get our pop on tremendous volume but it fell apart during the course of the day. INVN ended up down a lil for the day. I really don't see too much of a problem with todays action, at least it broke thru it's short term resistance, even if it was short lived. Now I think traders/investors are more inclined to buy above 15 since over 3 mil shares were traded above that level. We'll find out shortly.
Some notable updates regarding INVN's customers. Google Nexus 4 now comes with a wireless charger. Not sure if this will drive sales up but I'm sure it can't hurt. Samsung Galaxy S4 and their new tablet will prolly launch in Q2 2013. There's so many rumors surrounding this so take this info with a grain of salt.
One interesting news regarding Apple. Whatz this iWatch I'm reading about? Very interesting new gadget they *may* come out with. Just remember, INVN sells wearable sensors. These sensors are considered next generation and are based off the 6 axis gyro/accel and 9 axis gyro/accel/compass on a SINGLE chip. And they are smaller, thinner and uses less power than its competitor's (STMicroelectronics) combo (2 chips) chipset. But I'm not even sure if any of it's competitors covers this niche space (wearable segment), I'll have to check. So what's the point of having a wearable gadget (iWatch) without using wearable sensors (INVN 6/9 gyro/accel)? And if you did use them, it seems like SIZE would be a major factor in deciding what kinda chips to use. Am I making any sense here? I guess we'll find LATER than sooner.
Posted:
#54
Quote Originally Posted by ThangTheMan:
You gotta be kidding!! Do you know how much is a Galaxy Note II ?
If you don't know something, please don't speak out so loud!
There are so many things out there that I don't follow. I don't have a Galaxy Note II, so tell me more about it.
Cave, finally got in at $14.48 today, was waiting around under $14 but it jump to $15. I will ride this out and see what happen.
Posted:
#55
Quote Originally Posted by PASA818:
There are so many things out there that I don't follow. I don't have a Galaxy Note II, so tell me more about it.
Cave, finally got in at $14.48 today, was waiting around under $14 but it jump to $15. I will ride this out and see what happen.
https://www.amazon.com/s/ref=nb_sb_ss_i_2_3?url=search-alias%3Daps&field-keywords=galaxy+note+2&sprefix=gal%2Caps%2C453
From $700 to $800 for international version (New) So its not half price like you stated!
. Now I'm waiting and hopefully I can catch it at a low number.
Posted:
#67
INVN reports next week. The Apple contract win is to some degree priced in but there are supposedly two variants of the iphone coming end of this year. Iphone 5s and Iphone low cost version. Also there's the Ipad and/or Ipad mini (dunno when the new ones launch) and iWatch (expected launch early 2014). So which contract did INVN win? Nobody knows so it's impossible to say how much this will affect INVN's top and bottom line. The key is in the calendar Q3 2013 guidance. Obviously they will not be able to disclose the name of the new customer but any significant increase in the calendar Q3 guidance will be the major clue to the Apple contract win. The teardown of the Google Glasses already reveals the INVN chip ... so Wall Street expects INVN to win the IWatch contract but that's just too far out in the future ... those numbers won't come in for another 6/9 months. If there's no significant increase for the Q3 guidance or no mention of "major new customer" ... I expect INVN to nose dive between 10 to 20% ... maybe more. This stock is gunna get crazy in a week ... so buckle your seat belts if you're in this ... it's gunna pop or drop 20% in a flash. Good luck gentlemen.
Posted:
#69
PASA, buying this stock comes with some serious risk now ... also comes with some retarded upside ... i'm gunna put the "buyer beware" stamp on this right now. I've been researching this stupid stock for the last two years ... and the time has come ... the make it or break it quarter is now ...
Posted:
#70
Uh OH!!! Just as I was about to close my scottrade account ... noticed HIMX took off. HIMX supplies the lenses for the Google Glasses. Google just announced today they were gunna take a minority ownership stake in the company. HIMX shot up 33% and the trading volume now exceeds 30 mil shares for the day (average shares traded is around 5 mil a day).
INVN is the gyro/accel chip supplier for the Google Glasses. Will Google make a move on INVN? Just a thought ... prolly not but you never know. This only brings more eyes to INVN. Interesting news for the day.
Posted:
#72
Good point PASA, it reminds me of when the iPad first came out. It got mixed reviews and I remember saying "why would i need that if i got a laptop" ... then the iPad took off like crazy. Hard to tell if the Google Glasses and/or iWatch will be a success. But an Apple contract win for INVN will have a significant financial impact. The smartphone market is saturated here in the U.S. ... the real growth will come from the mid to lower tier smartphones for the emerging markets. Supposedly Apple has that low cost variant for these markets ... if INVN has that design win ... this stock is gunna run like hell ... hopefully!!!
Posted:
#73
Day End News - Just went thru the earnings transcripts for STMicroelectronics (STM). This company is the 800 lb gorilla that INVN is going after. STM currently has the giant Apple MEMS contract ... they supply Apple with the gyroscope/accel sensors for their iPhones, iPads and etc, etc.
Looks like they hinted at a partial loss of business by a competitor for one of their largest customers in this space. Which means they lost some of the Apple business to it's #1 competitor, INVN. 
Which product they lost ... I dunno ... analysts are saying INVN has the iPhone low cost variant and the iPad Mini and possibly the iWatch. That part is all guess work ... they do channel checks but you can never be fo sho when it comes to Apple. INVN earnings is July 30 ... take this to the bank fellas ...
FYI - There's recent pricing pressure in the high end smartphone segment for these MEMS sensors ... so there's still plenty of risk when trading INVN. Good luck.
Posted:
#74
Cave, I think INVN will move up slowly and we'll start seeing something from Apple in Sept with the Iphone, Ipad and iwatch from what I read. Going into the 4th Qrt that's when product comes out and spending start to happen. As for HIMX the volume is high today, will the Google glasses be the next thing to take over the phone or what ever toy that the public want. After seeing the demo of the glasses, it does look interesting and maybe that's the future that is coming.
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