To me the Apple beat is very important for AXT...it shows the continued further decoupling of the 'new tech mobile device market' as a subset of the global economy. Which just happens to benefit AXT IMHO.
Yeah but for some reason we got 2 negative articles because of weakness of the stock on Tuesday.
Oh well, hopefully we drift up some more before earnings next week. I am going to be stunned if we miss and am looking for a very strong quarter and guidance to be better than what they guided for Q2, though that might be worse than what they deliver for Q2!