Looking across all of Exar's products, it is hard to find a single shinning star that will drive revenue growth. From and investment standpoint, it would be really nice to know why Lou Dinardo is so bullish on the stock growth. Exar would be lucky to get acquired but I don't see that happening since there has been plenty of opportunity over the last couple of years. Soros is selling his position now so I think it would be wise for investors to use caution.
I guess Exar announces earnings today. We should get some sense of Exar's progress. While Exar describes itself as an "Analog Mixed Signal" house, it has not been evident so far that they have any real play in "Analog Mixed Signal" other than tired old products that offer no differentiation to other stronger suppliers. If I see good growth in their component business, then I might become a believer. Doubtful they are making any progress in this market.