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rick merritt
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Freescale vs Broadcom
rick merritt   7/30/2013 5:50:34 PM
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It would be interesting to see a comaprison of Broadcom and Freescale--Two broad based comms SoC companies with different fortunes.

The MicroMan
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Slow Ind
The MicroMan   7/29/2013 7:19:20 PM
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Industrial is a slow moving market.  It's not cell phones or consumer.  Gains will take a good while to go to production; however, the then stay with you a long time. 

But this Q looked like a good slow and steady gain for FSL.  A nice change.

goafrit
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Re: Tidy profit?
goafrit   7/29/2013 2:15:22 PM
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Bosch owns that market. TRW is another big firm. Even Conti is ahead of Fressscale. In MENS, Fresscale is losing ground to ST Microelectronics. I know they play but they do not have any dominant influence in this sector.

KB3001
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Re: Tidy profit?
KB3001   7/29/2013 1:29:48 PM
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"What do you think? Will Freescale's designs gain credence in the industrial sector as they are doing in automotive?"

 

I think they will. They are becoming leaner with more of an emphasis on high growth markets/geographic areas. This is bound to pay off.

KB3001
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Re: Tidy profit?
KB3001   7/29/2013 1:27:37 PM
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"They do not have any dominant market share to have any influence."

 

Well, I would not go that far :-) I do not have the figures but Freescale are a big player in the Automotive market.

Tom Murphy
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Re: Tidy profit?
Tom Murphy   7/29/2013 11:10:57 AM
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Often when a company reports good news, its stock dips as investors who had anticipated the good news, take their cash off the table. This is characterized by the slogan: "Buy on the rumor, sell on the news."  Then the stock typically regains strength a few days later.  Not so here, at least, not yet.  Freescale shares are now down to $15.17 in recent trading, falling further rather than rallying.  I fear this is a case where investors don't think the company is making enough progress quickly enough.  If the company succeeds in the industrial space, this price will look like  a bargain in retrospect. But that's a big "if."

What do you think? Will Freescale's designs gain credence in the industrial sector as they are doing in automotive?

goafrit
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Re: Tidy profit?
goafrit   7/29/2013 9:31:42 AM
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>> Freescale's guidance for the third quarter was for revenue to be between $1.05 billion and $1.09 billion.

Freescale continues to struggle but they are never going away. Yet, Freescale is not a barometer in the auto industry. They do not have any dominant market share to have any influence.

p_g
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good profit
p_g   7/27/2013 6:41:28 PM
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Motorola has been and (Freescale now) is still one of the leading company as chip suppliers for Automotive industry. And with Automotive industry going better over last quater/last year, I dont expect Freescale to go down. This debt reduction will definitely highlight their next quater profit but showing reduced interetsed as profit. Hope by then stock value goes up...

daleste
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Re: Tidy profit?
daleste   7/27/2013 5:30:21 PM
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Hello Tom.  I agree totally with your statement.  Freescale has been dominant in automotive for many years going back to the Motorola days.  They should be able to continue profiting from that market.  They have also been working to become a bigger player in industrial for many years.  If they can keep their current market share and grow some it will help them to retire the debt.

Tom Murphy
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Re: Tidy profit?
Tom Murphy   7/27/2013 4:08:29 PM
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Daleste:  True, but that debt burden is now greatly reduced by refinancing to lower rates, and its automative efforts are starting to generate cash. If it can accelerate adoption of its designs in the industrial sector, this could turn into a powerful cash generator -- perhaps allowing some prepayment on that debt or freeing up the cash needed for further innovation. It may be a tricky balance -- hence the stock price nervousness -- but the company seems to be executing as well as can be expected. Or are you seeing something that I'm not?

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