"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 $60.5 million. "
TSRA was almost 19$ 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