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RF Micro Devices Actually Rallies Off of Fundamentals

Thank you for clarifying that , it was the quote of the CEO

RF Micro Devices Actually Rallies Off of Fundamentals

If you say RFMD and Skyworks are gaining market share . Who is losing market share. Or is the market growing so fast that all the majors are gaining revenue??

Good News from the Semis

I do not understand how you say SWKS has broader exposure than TQNT. In my judgement TQNT seems to sell into a broader market than SWKS. Could you please explain this.

When Things Got Tough, Hank Paulson Went Skiing

That is what happens when you are to big to fail. i am infavor of top producers and risk takers making plenty of money.Nothing could ever happen to executives at this level that will ever change their lifestyle so they pay a power game riding up lifts playing games on their cell phones and acting like KINGS of the world. I blame the boards of directors that these executives worked for, they all just played along. It seem to me that this whole top level has just turned into a club that protects each other.

Financial Stocks Set the Stage for Earnings Reports

Hans Wu, Taipei; Meiling Chen, DIGITIMES [Friday 10 July 2009]


Visual Photonics Epitaxy Company (VPEC) has reported record revenues of
NT$177 million (US$5.35 million) for June 2009, up 25% on month mainly due
to strong orders from TriQuint Semiconductor, the WCDMA power amplifier
(PA) supplier for Apple's iPhone 3GS.

VPEC's second-quarter revenues totaled NT$411 million, representing a
significant increase of 95% on quarter.

TriQuint has also received orders from Samsung Electronics, LG Electronics
(LGE), Nokia and Sony Ericsson, helping to boost VPEC's revenues,
according to market watchers.

Fellow company Advanced Wireless Semiconductor Company (AWSC) saw June
revenues grow slightly to NT$67.67 million. The company is expected to
expand shipments in the second half as its major customer Skyworks
recently cut into Nokia's supply chain.

AWSC plans to complete capacity expansion at its 6-inch plant for an
increase of 200 wafers per week by the end of 2009, the sources added

Current Popular Argument Against AIG Bonuses Takes the Wrong Viewpoint

Just like a baseball team if they get into the World Series they split the pot even the ballboys. If they do not make it there is no pot tosplit. AIG or any team should only get a bonus for winning. It is unAmerican to reward failure with taxpayers money.

Barron's Calls a Bottom

Recs: 3 Who killed more Americans???
When Al Qaeda killed 3000 Americans at the WTC we sent 150,000 men and trillions of dollars running after them all over the world. The American born financial terrorists I bet killed many more than 3000 (thru stress and heart attacks)after saving and investing for over 30 years and losing 50% of their hard earned money. Imagine if the SEC had a 150,000 thousand man army and unlimited trillions to go after the American born internal financial terrorists. This huge financial collapse had to involve huge amount of illegal activity. In Fact the head of SEC enforcement was so embarrassed by the Bernie affair she quit. Fiduciary responsibility seems to me, to be a ancient English term that should be removed from the language. We will never restore confidence in markets without rounding up and JAILING the culprits of which there are many.

Sector Overview: Semiconductors

How could anyone say they have done a study of semi companies without mentioning Triquint TQNT. Growing revenue, huge cash flow, profitable , increasing market share , pristine balance sheet with no debt. And very very cheap?????

Pay Bankers Much Less

Executives who work for public companies should only get a average executive salary.The big money would only come if they make money for the real owners and risk takers (stockholders). For executives to make money the stock must go up PERIOD. Failure will not be rewarded. This is the way it works for every other employee in industry .
The board of directors system is a complete failure and needs to be completly rebuilt.Seems almost every board acts as a rubber stamp and is not performing.

3G iPhone’s Top Five Component Beneficiaries

Finally glad to hear you are going to do more coverage on Triquint. I have followed TQNT for quite a longtime and felt that for some reasons the analyst community has not been showing any confidence in the positive direction TQNT has been going in the last few years. Cash flow has really been improving the balance sheet has been pristine. The research side has really been improved they have had plenty of wins improved revenue and grown margins. If you have listened to the CC or attended the analysts days Mgmt. has been very bullish and gave a clear picture of growth. I understand there has been push backs but in general the company has had many positive things going on the last few years and I think one could have clearly seen a positive direction. I have been dissapointed in the lack of more positive coverage and think that the price of the stock with all this positive direction has been to cheap. Right now based on everything we know and every thing the company says I think it is a strong buy.

Revisiting My 3G iPhone Predictions

Would you buy TRIQUINT based on the Apple wins plus all their other recent news???

Apple Checks Show Big Upward iPhone Build Revisions; Positive for Chip Suppliers

Why no mention of Triquint they are part of the Infinion chipset????

iPhone “By the Numbers”: Apple’s Sweeping Tide Across the Globe

Who is making the PA for the 3g I phone???

Goldman Raises Apple's Price Target on 3G iPhone Launch

What we need is a complete list of the vendors inside the 3g Iphone. Sure hope the rumours about Triquint TQNT are true.

Is Apple Making Way for the New iPhone?

What part of the chipset is Triquint????