I'm torn on what growth will be. There's the common misconception that the COVID impacted WFH rush will be hard to beat. But I'm not sure that's true.
The semiconductor shortage will cause a shortage across hardware, and DDR along with vendors will need to decide which clients get stock first. David Dicker basically hinted at this (a 'backlog' of orders) in the recent interview. I think this will enable them to dictate higher prices.
If you count the significant addition of VMWare alongside the expansion into IoT/5G/AV and price increases, that should provide at least 10% revenue growth over the calendar year. Add to that some margin expansion, and we might even see 15-20% NPAT growth.
DDR Price at posting:
$10.69 Sentiment: Hold Disclosure: Held
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