2014
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 RFMD: Expect another step increase in growth in 2015. Maintain BUY rating. (October 29, 2014)
RFMD: A day with RFMD; update on merger, margins and TAM growth. Maintain BUY rating. (July 30, 2014)
RFMD: Success of cost reduction program increases our confidence in upside for NewCo. Maintain BUY rating. (July 24, 2014) RFMD: What Skyworks’ report means for RF Micro Devices. Maintain BUY rating. (July 21, 2014) RFMD: Efficiency program, upside at Samsung, and content gains at Apple bode well for 2014. Maintain BUY rating. (April 29, 2014) RFMD: Preview Report. Maintain BUY rating. (April 25, 2014) RFMD: Both stocks are trading at a discount to the most likely valuation of NewCo. Maintain BUY rating. (April 10, 2014) RFMD: Value expansion of NewCo likely greater than current consensus. Maintain BUY rating. (March 6, 2014) RFMD: Share and content should out-strip slowing demand. Maintain BUY rating. (January 28, 2014) RFMD: Preview: Expect steadily improving fundamentals in ‘14. Maintain BUY rating. (January 23, 2014) RFMD: RFMD undervalued given company’s prospects in 2014. Maintain BUY rating. (January 15, 2014)
2013
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RFMD: Share gains in antenna switch and signal components bode well for 2014. Maintain BUY Rating. (December 9, 2013) RFMD: TQNT, RFMD: Why 3Q results look good for AAPL & SWKS. (October 28, 2013) RFMD: Product mix and cost cuts drive margins even as revenue growth slows. Downgrade to BUY rating. (October 22, 2013) RFMD: Preview: Expect another stellar quarter to propel RFMD. Maintain STRONG BUY. (October 18, 2013) RFMD: How the RF semiconductor suppliers will outperform their handset customers. (October 4, 2013) RFMD: Notes from road-show: Revenue and margins will likely produce upside to consensus. Maintain STRONG BUY. (October 2, 2013) RFMD: WIN Semi’s guidance reflects RF architecture shift, not lower demand for amps. Maintain STRONG BUY. (August 14, 2013) RFMD: Risk to estimates is that they’re too low. Maintain STRONG BUY. (July 30, 2013) RFMD: Understanding Disparities in the Food Chain’s Guidance for iPhone 5S. Maintain STRONG BUY. (July 27, 2013) RFMD: Second half of 2013 will see margin growth and record revenue. Maintain STRONG BUY. (July 23, 2013) RFMD: Preview: Firing on all cylinders. Maintain STRONG BUY. (July 19, 2013) RFMD: Despite fears, RFMD is well-positioned for gains in 2H13. Maintain STRONG BUY. (July 12, 2013) RFMD: Roadshow increases our conviction in 2H13 growth. Maintain STRONG BUY. (July 2, 2013) RFMD: Big wins on iPhone 5S will likely boost prospects in 2H13. Upgrade to STRONG BUY. (June 10, 2013) RFMD: Widespread share gains likely to lead to even stronger 2H13. Maintain BUY rating. (April 23, 2013) RFMD: Preview: New products and early wins in SOI paying off in 2013. Maintain BUY rating. (April 22, 2013) RFMD: Selling the UK fab is not an indication of March period demand. Maintain BUY rating. (March 19, 2013) RFMD: RFMD and SWKS are the big winners on the Galaxy S4. Maintain BUY rating. (March 19, 2013) RFMD: Uniquely positioned to gain from growth in any standard: 4G, 3G or 2G. Maintain BUY rating. (January 22, 2013) RFMD: Preview: Expect solid results and an optimistic outlook for '13. Maintain BUY rating. (January 21, 2013)
2012
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RFMD: Amalfi purchase could spur revenue and margins in 2G/3G. Maintain BUY rating. (November 5, 2012) RFMD: Diversification strategy is paying off with more to follow. Upgrade to BUY rating. (October 23, 2012) RFMD: Preview: Economy will likely overshadow the progress of new products. Maintain Market Perform. (October 22, 2012) RFMD: iPhone 5: Wins, losses and surprises from our analysis of the teardown. Maintain Market Perform. (September 24, 2012) RFMD: iPhone 5 tracking our prediction of $11 in RF content. Maintain Market Perform. (September 15, 2012) RFMD: iPhone 5: Content expectations for iPhone 5. Maintain Market Perform. (September 10, 2012) RFMD: Product and customer mix favor growth in late 2012. Maintain Market Perform. (July 24, 2012) RFMD: Preview: Expect improving financials, but limited visibility. Maintain Market Perform. (July 23, 2012) RFMD: RFMD will have the vast majority of LTE slots in Galaxy S3. Maintain Market Perform. (June 22, 2012) RFMD: Surprises from our Non-Deal Roadshow. Maintain Market Perform. (May 14, 2012) RFMD: Exiting low value legacy business in preparation of 2H12 ramp in new products. Maintain Market Perform. (April 24, 2012) RFMD: Preview: Low-end declining faster than 3G/4G product cycle can ramp. Maintain Market Perform. (April 23, 2012) RFMD: Problems will accelerate transition between AVGO, SWKS and RFMD. Downgrade to Market Perform. (April 11, 2012) RFMD: 2G falling too fast for new products to offset. Maintain BUY rating. (January 24, 2012) RFMD: Preview: Global weakness and Nokia cause 3Q12 miss, but 3G/4G roadmap intact. Maintain BUY rating. (January 23, 2012) RFMD: Old products slowing faster than new ones are growing in December period. Maintain BUY rating. (January 5, 2012)
2011
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RFMD: Our takeaways from a day of meetings with RFMD’s management. Maintain BUY rating. (December 9, 2011) RFMD: Triple product line-up seeing rapid growth and price wars are overstated. Maintain BUY rating. (December 7, 2011) RFMD: Beginning of a long ramp even with a weak economy. Maintain BUY rating. (October 26, 2011) RFMD: Preview: Strong product cycle will overcome any weakness at Nokia. Maintain BUY rating. (October 24, 2011) RFMD: iPhone 4S teardown details. Wins, losses and what comes next. Maintain BUY rating. (October 13, 2011) RFMD: Truth vs. fiction for RF semis and iPhone 4S. Maintain BUY rating. (September 19, 2011) RFMD: Product and customer mix point to sharp snap back in 4Q11. Maintain BUY rating. (July 27, 2011) RFMD: Preview: Results muted by Nokia, but guidance should be strong. Maintain BUY rating. (July 25, 2011) RFMD: One of the best growth stories 2HCY11. Maintain BUY rating. (June 15, 2011) RFMD: Bottoming in June quarter, results will likely improve rapidly in 2H11. Maintain BUY rating. (April 27, 2011) RFMD: Preview: Weak 1H11 followed by a strong 2H11. Maintain BUY rating. (April 25, 2011) RFMD: Weak 1H11 followed by a strong 2H11. Maintain BUY rating. (April 12, 2011) RFMD: Expect rapid growth in revenue and margins after a rough start to 2011. Maintain BUY rating. (March 8, 2011) RFMD: Nokia's drop pummels guidance; mid-year rebound intact. Maintain BUY rating. (January 26, 2011) RFMD: Product mix, valuation and PowerSmart bode well for 2011. Upgrade to BUY rating. (January 19, 2011)
2010
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RFMD: Polaris’ exit will boost margins but flatten revenue in December. Maintain Market Perform. (October 27, 2010) RFMD: Preview: Strong quarter, few pushouts, managers are getting cautious. Maintain Market Perform. (October 25, 2010) RFMD: Good performance, slowing growth near-term. Downgrade to Market Perform. (July 27, 2010) RFMD: Preview: Cautiously optimistic on fundamentals, but increasingly concerned about the stock. Maintain BUY rating. (July 26, 2010) RFMD: A Difficult Summer for RF Semi Suppliers. Maintain BUY rating. (July 19, 2010) RFMD: Valuation and EPS to show consistent improvement in CY10. Maintain BUY rating. (April 28, 2010) RFMD: Preview: Market growth overshadows share shifts. Maintain BUY rating. (April 15, 2010) RFMD: String of pre-announcements presages record year for RF Semiconductor space. Maintain BUY rating. (March 18, 2010) RFMD: Market growth, share gains, and cost controls point to strong 2010. (January 26, 2010) RFMD: Preview: Business poised to grow but so are expectations. (January 14, 2010)
2009
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RFMD: Continued positive outlook on strengthening balance sheet and margin stability. (November 16, 2009) RFMD: No share loss, no excess inventory, no slowdown in December period. (October 27, 2009) RFMD: Preview: Smartphones and data cards driving growth. Maintain BUY rating. (October 9, 2009) RFMD: Valuation fears eased by excellent prospects for growth in 2H09. Maintain BUY rating. (July 23, 2009) RFMD: Preview: Inventory snap-back driving upside this quarter but will slow in 2H09. Maintain BUY rating. (July 10, 2009) RFMD: Beginning a period of higher margins, cash flow, and share gains. Upgrade to BUY rating. (May 27, 2009) RFMD: March appears to be the bottom but rebound visibility remains poor. Maintain Market Perform (April 28, 2009) RFMD: Preview: Near term share gains may not fully offset pressure on margins. Maintain Market Perform. (April 26, 2009) RFMD: No relief from weak margins and declining revenue until OEMs burn through inventory. Maintain Market Perform (January 27, 2009) RFMD: Preview: Expect large drop in revenue and earnings tempered by solid cash flow. Maintain Market Perform. (January 23, 2009)
2008
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RFMD: Concerns about debt & cash flow are likely overdone even as estimates come down. (December 17, 2008) RFMD: Excellent results and outlook muted by uncertain economy. Maintain BUY rating (October 31, 2008) RFMD: Preview: Demand at Samsung likely to yield in-line to slight upside on quarter. Maintain BUY rating. (October 26, 2008) RFMD: 3G win at Samsung part of a larger trend. Maintain BUY rating. (September 25, 2008) RFMD: Share gains and cost cuts put momentum squarely behind RFMD. Maintain BUY rating. (July 29, 2008) RFMD: Preview: Sirenza and share gains at Korean OEMs stabilize revenue while cost cuts spur margins. Maintain BUY rating. (July 28, 2008) RFMD: Jettisoning transceiver development bodes well for earnings growth in 2HCY08. Maintain BUY rating. (May 7, 2008) RFMD: Preview: Trading opportunity with more upside than down. Maintain BUY rating. (May 5, 2008) RFMD: Expect aggressive buy-back as stock languishes through March quarter. Maintain BUY rating. (January 31, 2008) RFMD: Preview: Sell-off after third disappointment in guidance presents value opportunity. Maintain BUY rating. (January 30, 2008)
2007
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RFMD: Strong potential for growth in revenue and margins near-term. Maintain BUY. (November 15, 2007) RFMD: Near-term margin pressure eclipsed by long-term revenue growth. Maintain BUY. (October 24, 2007) RFMD: Preview: Limited exposure to MOT, strong demand at NOK and in non-cell biz. BUY. (October 19, 2007) RFMD: Low valuation as period of exceptionally strong growth begins. Upgrade to BUY. (August 14, 2007) RFMD: MOT pressure and slow P3 ramp urge caution for Sept. period. Maintain Market Perform. (July 24, 2007) RFMD: Preview: MOT impacts June period but upside likely in Sept. Market Perform. (July 23, 2007) RFMD: MOT’s problems rout June guidance, suppressing growth through summer. Market Perform. (April 24, 2007) RFMD: Preview: Strong 2H07 eclipsed by MOT inventory glut near-term. Market Perform. (April 23, 2007) RFMD: Rev & EPS exceed estimates, strong guidance. Anticipated growth begins. Reiterate Strong Buy. (January 23, 2007) RFMD: Preview: Upside on strong sales at Mot and early sales of P3. Reiterate STRONG BUY. (January 22, 2007) RFMD: Price war in phones = upside for RFMD. Raising estimates. Reiterate STRONG BUY. (January 08, 2007)
2006
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RFMD: In-line quarter, strong guidance. December begins long period of growth. Reiterate STRONG BUY. (October 24, 2006) RFMD: Preview: Expect inline quarter, improved guidance. Reiterate STRONG BUY. (October 20, 2006) RFMD: Soft sales to 2nd tier offset by increasing margins and EDGE demand. Reiterate STRONG BUY. (July 25, 2006) RFMD: Preview: Inline quarter, high utilization, lower backlog. STRONG BUY. (July 18, 2006) RFMD: Inventory not a concern; buy on weakness. STRONG BUY. (June 28, 2006) RFMD: Expect lower backlog, improved margins, and cautious guidance. (June 22, 2006) RFMD: Polaris gains at MOT and NOK likely to yield $750M/$0.34 upside. STRONG BUY. (May 19, 2006) RFMD: RFMD off on tech weakness but growth prospects remain excellent. Reiterate STRONG BUY. (May 11, 2006) RFMD: Rev, EPS & guidance upside on strong Polaris sales. Demand accelerating. STRONG BUY. (April 25, 2006) RFMD: Preview: Another record quarter with improving guidance. STRONG BUY. (April 18, 2006) RFMD: Expect firm margins, increased guidance, record growth in '06. Reiterate Strong Buy. (April 11, 2006) RFMD: Raising estimates on utilization, ASP increases and customer mix. Reiterate Strong Buy. (March 9, 2006) RFMD: Risk to 2H06 estimates is that they're too low. Reiterate Strong Buy. (February 16, 2006)
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