The customer base tilted heavily toward wireless which made the other segments look weak in Q over Q percentages, and unambitious outlook seemed to have damped the future view. I would have liked to have heard more about new products, clearer statements on Paragon, and plans for the 100M coming in.
The outstanding share offering will keep this depressed for another month, I think, and it might take another quarter of above-consensus growth or other clear indication of continued expansion to take this up another level.
No way should the stock be DOWN on 47% growth without some angst being factored in.
Still, it's all good for the long-term investors.
Zap
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