QRVO comments (Re SWKS)

http://blogs.barrons.com/techtraderdaily/2016/01/22/qorvo-ju…

“Diffely refutes the three concerns one by one: Regarding Avago and Qorvo, ‘Both should continue to grow over the next few years as the industry migrates towards advanced 4G designs’; regarding iPhone worries, ‘We believe the high end RF market is still a content growth story and not a smartphone unit growth story’; and regarding Qualcomm, ‘an advanced integrated [filter] module is still a couple of years out,’ while ‘Skyworks and QRVO continue to work closely with the big handset players and have been developing advanced solutions and locking down design wins for the next couple of years.’”

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“Qualcomm, ‘an advanced integrated [filter] module is still a couple of years out,’ while 'Skyworks and QRVO continue to work closely with the big handset players and have been developing advanced solutions and locking down design wins for the next couple of years”.

Thanks Fungi, that’s a great excerpt.
Saul