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American Capital Agency Corp. Message Board

jstippey 2 posts  |  Last Activity: Jun 30, 2014 10:31 AM Member since: Dec 30, 2009
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  • Reply to

    Grade and MK - Wanted to get your thoughts

    by jstippey Jun 27, 2014 12:16 PM
    jstippey jstippey Jun 30, 2014 10:31 AM Flag

    Grade,
    From my understanding (nerd/engineer), you would want to focus on the bluetooth/WIFI/Zigbee RF chips. I think you would want to focus on Broadcom, DigiKey, and possibly RFMD. The reason I add RFMD in there is that they use a CMOS (cheaper) process to make the modules and I imagine cost will be a major driver for these devices. Since TQNT and RFMD are merging though, I'd agree that TQNT is an interesting way to play it. I own some Jan 16 RFMD calls, that I was lucky enough to pick up after they had that earnings disappointment that knocked the stock down 20%. Been one of the best performers in my portfolio the past months.

    Sentiment: Buy

  • Grade and MK,
    I wanted to get your thoughts on the new Home Kit API. From an engineering perspective, it seems like this might start to transition the idea of connecting things. Basically if I wanted to have something voice activated, I would probably design the system such that it used the Home Kit API and the voice activated functionality of the cell phone, instead of having the onboard processing on the voice controlled device itself. Basically, doing the majority of the processing on the cellphone and then send commands to the devices. Do you guys view this as a risk for CRUS ( limit the sales of CRUS ADC). I'm interested to get your thoughts.

    Sentiment: Buy

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