Gold shot up on Friday. Looks like they expect dollar to fall due to economic weakness per the jobs report. Looks good for international companies like this one. Price action in PG was a little muted in comparison.
You're right, Dave knows value, he sold or exercised a ton over $100; I should have followed him. It would be nice if he now made some outright purchases........He's got the means, it would seem.
Regarding Chinese OEM growth, the CRUS transcript makes a lot of mention of Chinese android mid-tier activity. It's worth reading, and CRUS doesn't sound bad at a forward PE of 13 and a lot of emphasis on organic growth-- and a progress toward diversification away from APPL (right now at 62% according to a Motley Fool article that is also worth reading).
My take is that APPL was too adamant for too long at demanding $600+ and left the door open for these mid-tier Chinese companies.
Lastly, I just bought a mid-tier 4G LTE Chinese phone for $200 and it works beautifully in running a demanding Audubon bird app.