My thoughts on AMBA

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1 

Revenue
25.921  27.958  35.669 31.518
33.941  37.710  45.990 39.967
40.921  47.000  60-64  ?? 

EPS
0.108	0.228	0.312	0.175
0.213	0.258   0.366	0.260
0.247   0.370	0.528

P/E - last 4 qrts (Avg ~ 26)
23.69
31.02
21.99
27.35

Using .52 as Q3 eps, and avg p/e, a good base price is $36

However if you use the recent p/e of around 30, $42 is the expect price by next quarter.

Using the current growth rate, the expected price can go a lot higher.

The trend though is Q4 is always lower than Q3!

I had sold 1/2 my positions few days back because of valuation concerns, but added some of it back (1/2%) this morning.

LegoAbs

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2

LEGOABS,
your numbers and tables match mine (kind of a given). I had analyzed and decided to add, rather than sell, last week. I think AMBA has a lofty and lengthy flight path ahead of it. Growth rates are excellent and I expect the value of our shares to reflect that over the next couple of years.
Keep up the surveillance and drone on,
KLVanLiew

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