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Maybe i lack cojones, and maybe I'm delusional. I want apple or...

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hanktanson

1,849 Posts.

14

28/12/18

18:27

Post #: 36976051
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Originally posted by BobLoblaw ↑

Originally posted by damirski
Over the last few years there have been numerous reports about a general shortage of semiconductor fabrication capacity e.g.

https://semiengineering.com/200mm-fab-crunch/

If they can get this thing to work then making them in volume will be the next challenge but at least the margins will be fat if demand outstrips supply.
Yep the margins will be absolutely eye watering early on in the piece, which is another aspect that will likely help the share price move in anticipation of the first few quarters of reported profits. As has been eluded to previously, as well as in an interview if memory serves regarding supply/demand, Fred loves a bidding war. The companies who are lucky enough to be first in providing consumer level products will:

a) understandably charge handsomely for them, and
b) be seen as audio wizards.

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Maybe i lack cojones, and maybe I'm delusional. I want apple or google or amazon to buy us out at a deal where we a good price and we get shares and don't have to pay cgt

AKP Price at posting: $21.45 Sentiment: Hold Disclosure: Held
6 Upvote

0 Great analysis

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