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The Company designs, develops and markets programmable logic products and related software.
With the recent acquisition of Silicon Image, Lattice increased its already significant dependency on Samsung to 23% of total revenue for the combined company.In the just released Galaxy S6 mobile phone, Samsung seems to have replaced LSCC and SIMG chips with their own silicon. I think there's a substantial amount of revenue at risk over the next few months.
Lattice is an outlier in the semiconductor industry, and I mean that in a great way! They are doing what they SHOULD DO, by finding the "voids" in the market & developing products based on that criteria. Super low energy, super low cost chips - Seems simple right? Not everyone is doing it with the effectiveness of Lattice. If they can continue in this direction & with this type of momentum as seen in 2013/2014; it could be the start of something enormous moving into the next five years...Also, working with companies like Google & Samsung on mobile applications for their FPGA's/other products & projects - Doesn't hurt for a company of this size! (Still under 1B market cap)
monthly IHS pattern
Broadband buildout for wireless.
Poised for growth.
3rd-place player in industry dominated by two big players. Products are good and sound, this company has historically not done much, but always hangs in and eeks along. Could be a buy-out candidate.
LSCC lost its CEO but the reforms he put in place were driven by the board and implemented by the CEO (unlike the situation in HP where Hurd was the architect and the driver). In my view Lattice will recover quickly and continue to grow. This is a buying opportunity.
shares at a discount due to CEO departure ... chart looks like it should be taken as a buying opportunity.
it is just riding on the good quarter with intel it will not be able to compete with the bigger and better names such as crus
pe57 to high net profit is fair when it dips to 4 then i will buy
Lattice Semiconductor is another of the unloved contrarian semiconductor picks of mine you're going to have to endure. LSCC is trading well below book valuation and has a hefty sum of cash on hand after debt, 70M and counting. LSCC is trading at 36 times future earnings but Im a bit concerned of their ongoing profitability. One thing to keep in mind with LSCC is they have struggled with pre-existing products while newer product growth is up over 70% quarter over quarter. If that trend continues I can deal with a slight stumble into yearly loss territory. Stockholder equity has also risen year over year due to continued expense controlling efforts. This company may not be growing like wildfire but they are becoming more efficient. 13 year low on the charts, nearing a cylical low.NeroSagetrade
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