I listened to the conference call on RF Micro's website. Only negatives were a little stronger competition like the Alpha/Conextant merger, Skywaves and questions about sales to Nokia. However, the presentation itself was unprofessional - they just sort of rambled.
Ziggy, the reason the last cc sounded rambling was the nature of conference. Normally the presenting company gets to make a presentation and then take questions. This was the first one I heard where the introducer said they would only ask questions rather than have a presentation. It sounded like the RF guys tried to get in as much info as they could, whether it applied directly to the question or not. Listen to a replay of the one before this one, it's much better and includes the slides.