Monday, October 7, 2013

Seeking Alpha: TriQuint And The Paradox Of #2

No company is ever going to say "we don't want to be #1," but in the weird world of Wall Street, sometimes it's better to invest in the challenger to the throne than the current occupant. To that end, while I like Avago (AVGO) better as a company, TriQuint (TQNT) may yet have better relative upside given the latter's opportunity to gain share in BAW filters as a second-source supplier and improve its much-inferior margin and cash flow production.

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TriQuint And The Paradox Of #2

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