Stephen Rosenman
Long/short equity, deep value, special situations

TriQuint Semiconductor: 50% Share Appreciation On Revenue Acceleration

No one expected TriQuint Semiconductor (TQNT), provider of RF solutions to smartphones, networks, and military applications, to report a blow-out quarter - least of all me. I'd been planning on writing a very negative piece on this $1.2 billion market cap iPhone and Galaxy S component supplier. After all, sales and earnings had been lackluster quarter after quarter. As recently as June, ev...

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