the difference between respectively amateurisme and quality finally recognized.
To me the CC revealed nothing new. Revenues will be over 300 m and gm will climb to 37-38 percent.
That seems no longer enough for the market to send the stock meaningful higher.
It is difficult to understand that rfmd only gets a meager7.5m of cashflow out of 293 m of revenues. cashflow growth is a big driver for the stockprice. In the March Q with revenues of 280 m, cashflow was 10 m so that number even declined on higher revenue. I do not know what to think from this. Let us hope and pray ...