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Infineon raises guidance for fiscal Q4

9/21/2010 03:45 PM EDT
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Dez
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re: Infineon raises guidance for fiscal Q4
Dez   9/23/2010 5:12:34 AM
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The only seasonal weakness will be in calender year Q1 like everyone else. But this has got to do with customer shutting down rather than a slow down. I think Infineon will be very stable once its wireless is gone since competing in consumer space is not their forte.

Warren3
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re: Infineon raises guidance for fiscal Q4
Warren3   9/21/2010 5:23:18 PM
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Infineon was making a bet on the future and there's no reason to think they meant 2011 as "the future." Positive growth is positive growth and there's much to be said [that's positive] about focusing energies. Now what I'd like to hear, from someone who knows, is if a first quarter of next fiscal year (starting this October) being on par with last quarter of this fiscal year is especially positive given typical seasonality of the sales for their automotive unit. Anyone? [From what I can tell October-November-December revenue isn't Infineon's strong suit so maintaining looks like something quite positive]

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