Obviously, Symbian phone softness was more than evident in July, when Triquint issued guidance.
Other competitors in the technology sector include: SemiLEDs (LEDS), Advanced Photonix, Inc. (API), and TriQuint Semiconductor (TQNT).
Snyder says that for technical reasons, the company is losing business to both TriQuint (TQNT) and Avago (AVGO).
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Members learned about ARM Holdings, Cirrus Logic and Triquint Semiconductor long before the masses found out and made huge profits.
Members learned about ARM Holdings, Cirrus Logic, Triquint Semiconductor and CREE long before the masses found out and made huge profits.
Shah notes that the stock is down 47% from a spike after teardowns of the iPhone 4S found that the phone includes Triquint parts.
Those companies include S kyworks Solutions (SWKS) , RF Micro Devices (RFMD) , Anadigics (ANAD) , TriQuint Semiconductor (TQNT) and Avago Technologies (AVGO) among others.
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This has brought to prominence previous obscure names such as Triquint and Skyworks, while igniting new growth opportunities from well established brands such as Qualcomm.
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But the Christmas quarter warnings from Omnivision and Triquint were the biggest shocks to investors, who had assumed that the Apple deals of these component vendors would guarantee strong quarters.
From glass suppliers like Corning (GLW) to touch capacitive solutions from Synaptics (SYNA) and Silicon Labs (SLAB) and RF solution and baseband companies, like Skyworks Solutions (SWKS), RF Micro Devices (RFMD), TriQuint Semiconductor (TQNT), Qualcomm (QCOM) and Broadcom (BRCM) among others.
We own TriQuint Semiconductor.
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