I agree with you, I was poking fun at the other guy....He's an expert in specs of devices that have just been invented....and guys like that spend all their time on message boards...Poor guy shorted 100 shares and he's refreshing his screen ever five seconds to watch the nickel jumps back and forth and giving himself an ulcer.
When SIMG reported their December quarter and gave guidance, back on February 3, they obviously knew they had the design win for the iPad2.
Yet...their guidance for the March quarter for gross margin was for 56%, down from 60% in the December quarter. Why? Because they knew they were going to sell a lot of HDMI ports to AAPL and AAPL drives a hard bargain; i.e., AAPL pays low low prices for its components.
So it's certainly good for SIMG and a feather in their cap. But their guidance for the current quarter (and probably beyond) already reflects this news.
They knew they had won this business, and now you do too. Except for the (probably temporary) jump in the share price, that's all that's changed.
Again I think it is not HDMI and that is reason for the jump. It is MHL which is double whammy, because they sell the MHL chip and the HDMI bridge which is in the IPAD cable. Also it is exclusive to SIMG as their next product. If it is MHL it is bigger than HDMI.