My prediction is we will see margin pressure amid the device vendors and favorable growth prospects at those RF and other chip suppliers that have the right mix of customers (more Samsung, less Nokia and Blackberry for example) as well as some jawing on new opportunities (the Connected Car, the Connected Home, mHealth and more).

FORBES: Apple, Qualcomm, Broadcom And More Make A Big Week For Mobile

"Any Chief Financial Officer of a publicly listed company who missed key revenue prediction on a major measure by 91.4% would be under serious pressure to quit, " he added.

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