seems microelectronics had a huge boost this quarter...INTC and other reported this too...http://seekingalpha.com/article/215252-international-business-machines-corp-q2-2010-earnings-call-transcript?source=yahoohttp://finance.yahoo.com/news/IBM-Reports-2010-bw-1978016683.html?x=0&.v=1"Revenue was driven by continued growth in System x, storage, retail stores and microelectronics.""Microelectronics OEM revenue is up 23% year to year. Both our 300 millimeter and 200 millimeter fabs are fully utilized. ""Systems and Technology continued its revenue growth this quarter with strong performance in Disk Storage, System x, Microelectronics"TSRA raised guidance because of the strength in thier Mircoelectronic division... and i think the optical division will impress too..."Tessera sees royalties from its microelectronics customers of $65 million to $65.5 million, up from a previously expected $58.5 million to $60.5 million. "http://blogs.barrons.com/techtraderdaily/2010/06/02/tessera-boosts-q2-outlook/?mod=yahoobarrons
TSRA was almost 19$ per share last month... and things are looking brighter then ever... would be shocked if it doesnt get back to the mid 17s or 18s before earnings
Prepare for a world of "shock"