He notes that there are hints of trouble for IRF in recently weak results from rivals Texas Instruments, Linear Technology and Silicon Laboratories.
FORBES: Connect
Essentially, as Texas Instruments continue to cite weak demand, Qualcomm has been growing margins and raising guidance.
FORBES: Why Texas Instruments Shares Are Still Too Expensive
The weak signal can cause a ship's instruments to gradually drift out of true, without setting off any alarms, leaving the ship in a different position to where it "thinks" it is.
BBC: Navigational backup to aid ships in Dover straits
In yet another sign of weak demand in the chip industry, Texas Instruments this afternoon issued weaker-than-expected guidance for the fourth quarter.
Veeco Instruments shares are trading lower after hours Monday as a strong Q3 report was more than offset by weak Q4 guidance.
FORBES: Veeco Q3 Tops Estimates; Q4 Outlook Falls Way Short
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