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.
Please continue reading here:
TriQuint And The Paradox Of #2
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