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TriQuint Semiconductor, Inc. Message Board

  • rpc356 rpc356 Apr 25, 2013 1:10 PM Flag

    CEO is not the problem it's the stupid ANALists who have o clue how big tqnt's business is.Two week ago I asked

    The board.Let me tell you Avago the leader in filters does. $8B and TQNT makes better filters and Samsun is a big customer as is Apple so get ready for a run to $12 one year out.

    Sentiment: Strong Buy

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    • TQNT is getting ready to shock the world!!! Second quarter guidance is terrible, but the CEO has given us numbers for the second half. And what numbers those are. But where will it come from? Who is going to take the beating. The only way to explain the numbers is with a dramatic shift in the marketshares. I mean right now today, X amount of cell phone are made. They all have amps and filter and all the other parts. So it isn't new busisnness that is going to create this opportunity. It has to be a significant shift from someone to tqnt. Can't be RFMD with what they said. I just can't see AVGO or SWKS either. they're in bed solid with the manufacturers. I mean sheeeshh we're talking $100 million is sales per quarter to generate that income. And it's going to happen from one quarter to the next, just like a light switch. I agree the CEO made claims 12 months ago and as bad as things were 12 months ago the company is in much worse shape. That's true. Yes, you have to question his credibility. But in the Q&A to one question he was NAILED DOWN to his second half guidance. His repeated statements are not open to interpretation. It really not about credibility, because credibilty needs a statemnet with wiggle room . It comes down to either he is insane or this should
      be at $12/share today.

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