RF Micro (RFMD +3.9%) jumps following an upgrade to Buy from DA Davidson. Shares were already higher thanks to rival Avago's (AVGO +10.6%) FQ2 beat and upbeat commentary. On its earnings call, Avago mentioned orders for the Galaxy S4 and other 4G devices partly offset Apple-related weakness, and that it expects a "very strong ramp" in iPhone-related orders in FQ3. Avago claims the technical demands of 4G phones are lifting sales of chips using its FBAR filters, which offer performance advantages over traditional SAW filters. RBC recently estimated Avago had a ~70% share of the FBAR market. Rivals Skyworks (SWKS +3.7%) and Anadigics (ANAD +4.5%) are also up, as is Apple-dependent Cirrus Logic (CRUS +3.1%).