Monrio, after re-reading the earnings conf. transcripts from Jan '10 and April '10 RFMD is under priced, under valued, and treated like a red headed step sister! LOL! Anyone that ever went hunting for a target of opportunity has to add the numbers up and read the data/statements made during those calls! I read that they were shipping to all leading smartphone oems in the Jan '10 transcript. In any event, they have clearly charted a path away from reliance on one major OEM and there persistant new product introductions all add up to good news across more than just Cell phone components! I am optimistic and I think RFMD once again blows analysts and expectations out of the water! We will see next month at earnings! Your concerns may be on track but I think everyone is underestimating RFMD, again! Did I say again! YES !
Monrio, great data, thanks. So do you think this news is priced in at current levels? Do you think despite all of this that another area like gallium tech. or smart grid component sales will fill that gap? Thanks...Boar Or maybe we have hit a bump in the road and loading up at this level makes sense?