1. Actual manf. problems to be fixxed soon... a product of analog manf.
2. CDMA, Qualcom had dropped the price on a phone for one product line and MXIM will probably drop the buisness. This was the reason for the 2 million dollar miss and lower margins. Even with this, company is still guiding up next quarter above estimates.
You can see from the CC how willing the analyst community has been to interpret negatively. One questioner immediately assumed mxim was stuffing the channel. Instead it turns out customers ordering at consumption level because they are optimistic about future sales.