Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

TriQuint And The Paradox Of #2

No company is ever going to say "we don't want to be #1," but in the weird world of Wall Street, sometimes it's better to invest in the challenger to the throne than the current occupant. To that end, while I like Avago (NASDAQ:AVGO) better as a company, TriQuint (TQNT) may yet have better relative upside given the latter's opportunity to gain share in BAW filters as a second-source supplier and improve its much-inferior margin and cash flow production.

Can TriQuint Rebuild Share And Reputation In RF?

TriQuint's bread and butter is in the wireless market, where it generates about two-thirds of its revenue. In addition to components like duplexers, WLAN modules, and a host of power amplifier...

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