Post by christopher on Oct 29, 2015 11:09:49 GMT -5
Listened and read the CAVM earnings call:
CAVM has close to twenty analysts covering them (holy shit!, that's a lot of questions)
Overall they have been growing their business, (adding on to R&D at both ends of the U.S.A.) but the outlook for Q4 seems to be muted.
Thunder-X continues to gain traction (have to wait and hear AMCC call next week to make comparison)
CAVM share price was trading at around $73.00 share preceding the call but is now trading around $68.00 share. Looks like investors did not think much of Q4 outlook.
Item brought up on the call was the growing number of available employees, as the amount of consolidation in the space has been on the rise.
Last Edit: Oct 29, 2015 12:27:23 GMT -5 by christopher
