"The Asian's are eating both their (MOT and NOK) lunches. Will see but I am not expecting much from them. I hope they surprise me. If not, my RFMD that I loaded up on today at $6.85 could see the $5's again very soon."
NOK's mobile phone revenue only increased 7% in the year-to-year quarterly comparison. If I recall correctly, Samsung is growing nearly that much each quarter.
Take a look at SWKS instead of RFMD. SWKS is the wireless RFIC leader and valued at P/S of 1 instead of P/S of 3 for RFMD.
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