Synaptics ( SYNA ), Universal Display ( OLED - would also benefit from a higher-res screen), Anadigics ( ANAD ), and RF Micro ( RFMD ). S4 sales started off strong, but failed to meet lofty expectations due to a demand shift towards cheaper Android phones
By Marshall Hargrave : Everything we read about Peregrine Semiconductor ( PSMI ) tells us that Mr. Market does not quite understand the company's business. Some headlines say the company's products are in the latest iPhones from Apple ( AAPL ) . Other headlines say that they aren't. And others say
demand, but also declares the company is "demonstrating more leverage" than expected. Other mobile chipmakers are also underperforming: TQNT -5% . ANAD -4.3% . SWKS -3.5% . RFMD -3.1% . OVTI -2.8% . Post your comment!
previously accounted for nearly a third of revenue, and increased competition and cellular pricing pressure from RF Micro Devices ( RFMD ), TriQuint ( TQNT ), and SkyWorks ( SWKS ). The road has not been easy, but it does appear there is light
(Reuters) - Shares in specialist radio frequency chipmakers Skyworks Solutions Inc and RF Micro Devices Inc regained lost ground on Friday as analysts debated the significance of looming competition...
expertise in non-silicon materials, and Skyworks may be a nice acquisition target. Other, smaller RF pure-plays like RFMicro RFMD and TriQuint TQNT, may be easier deals for Qualcomm to handle, but with $10 billion of U.S. cash on hand, an acquisition
NEW YORK, Oct 23 (Reuters) - RF Micro Devices Inc : * Shares up 11.2 percent after the bell following results
this quarter. Gross margins also improved by 20 basis points to 44%. Earlier this month, a close competitor, RF Micro Devices RFMD , provided an earnings warning, so we're pleased to see that Skyworks' revenue met expectations and that gross
is very simple – investors have found out the truth. Spreadtrum Communications’s RF component supplier RF Micro Devices ( RFMD ) preannounced Q3 revenue of approximately $225M, versus the company's previous guidance of $250M and analysts
By Miriam Metzinger : Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Friday December 2. Bullish Calls: Siemens ( SI ): "...that had a very big move this week. I believe in it...the cheapest stock in Europe. I'd buy on a pullback." Waste Management ( WM ) : "It