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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?????

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.

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

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