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InvenSense developer conference & count ?2

13:17 04-Nov-15


The latest communications from InvenSense claim over 30K developers in its program.  That's good, but the same marketing also implies that the "limited space" at the conference in under two weeks is far from sold out.  I'm increasingly cautious about INVN at current prices going into the event.  If management announces a major partnership as credible means towards its plans to own the data and make money off of associated services, fine.  I think almost anything else would put the focus back on the execution risk associated with that goal, and competition in the existing business.  The stock isn't particularly expensive yet, but for the time being, I prefer to avoid the risk, largely because the market seems to currently be ignoring increasing financial concerns in China, where ST Micro has also gained ground with an OIS win in the new One Plus phone.