• Brandon Gibbs
    QRVO up 25% after picture of tear down iphone shows two TQNT chips inside, rumor had it that TQNT lost AAPL business.. wrong!
    10/13/11
    Reply (6)
    • losbronces: I have the feeling that people are generating rumors to facilitate making market gains. Far too many lately, BBRY, YHOO, AKAM, RMBS, etc.
      10/13/11
    • Brandon Gibbs: well tqnt did have a capacity issue that did lose them some business initially, but apple takes them far too seriously to just drop them
      10/13/11
    • Brandon Gibbs: all it took was some facility/equipment upgrades which are just now starting to get rolling.
      10/13/11
    • Brandon Gibbs: but yea lots of overly negative analysis up until today.. still plenty of upside!
      10/13/11
    • cheme: You hold QRVO? I hold OVTI.
      10/13/11
    • Brandon Gibbs: OVTI has been on a roller coaster ride the last 5 days. both looking good right about now!
      10/13/11