management basically saying "we sit here waiting for Apple to tell us how many chips we should order from Taiwan for Q2 and Q3 of calendar year 2013. We know that might be not enough over time so we started to invest more heavily into r&d. None of our none-Apple products will produce sizeable revenues in 2013."
Q&A already over here as analysts just don't get useful answers here.
based on the conference call and outlook I don't want to bet on a short squeeze for tomorrow here. As Apple will most likely display more weakness based on weak IPhone numbers from AT&T Cirrus should follow suit.