Google glass is not going to be a major volume product anytime soon. Anyways have you seen a teardown? Can you point to a lack of inclusion?
They are in the S4 - basically said so on the last earnings call. The question here was did they get a monster win by pushing STM out of some of the other regional versions? That is still TBD in my mind. The great thing about the S4 is that it includes the higher margin 6 axis product. They also said that on the last call, so we should see gross margin up in the June quarter.
They aren't going to miss their numbers this quarter. Basically said that on the last call as well, but you know that because a big portion of the number is already locked up by the time they release it.