I think it was the Samsung Galaxy Note 3 and Google Nexus 7 models that helped Intersil's sales the most during the 9/13 quarter. There may not be a good reason for it but the market the last week isn't letting Intersil trade at even a 4.5% yield.
What they precisely said was that revenue would be flat to +3% and margins to increase from 11.6% to 13% to 15% or 1.4% to 3.4%. Given how pathetically low margins were and the fact that they have some momentum there, I would hope for at least a 3% increase. If they somehow got a 5% sales increase, a 5% margin increase might be doable but revenue has been very weak for the last 5 quarters. The most important statistic now is the cash burn and the restructuring program in F&E. Any more slips with that unit and they need to exit promptly, regardless of the cost.