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TriQuint Semiconductor, Inc. Message Board

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  • short_is_good_baboly short_is_good_baboly Jul 14, 2011 2:12 AM Flag

    Too many competitions

    Market is saturated with different handsets. AVGO is taking business from TQNT and SWKS. RFMD has put its chips at low prices.
    I think companies in the sector will go down in Q3.

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    • I have to respond to RFMD giving chips away because that is beyond the truth! Listen to an occasional conf call because it may help you out! Maybe they are very competitive on the 2G front but their margins on all their new products plus sirenza busines are 50% or higher so no RFMD is not giving away chips but taking share because the others in the space cannot compete with their powersmart solutions! I would listen to all of their conf calls and maybe you can take smaller positions in all of them instead of putting all your cash in one basket and possibly be wrong!