2014
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 TQNT: Peak filter demand remains years away. Maintain BUY rating. (October 28, 2014)
TQNT: Gains at Apple and growth in filter sales will dominate results well into merger. Maintain BUY rating. (July 23, 2014)
TQNT: A year after the merger, NewCo should be the firm to beat in RF semis. Maintain BUY rating. (June 20, 2014) TQNT: Filter demand will drive better than seasonal growth. Maintain BUY rating. (April 23, 2014) TQNT: Preview Report. Maintain BUY rating. (April 17, 2014) TQNT: Both stocks are trading at a discount to the most likely valuation of NewCo. Upgrade to BUY rating. (April 10, 2014) TQNT: Value expansion of NewCo likely greater than current consensus. Maintain Market Perform. (March 6, 2014) TQNT: Apple whacks another supplier, but 2H14 should see significant improvement. Maintain Market Perform. (February 5, 2014) TQNT: Preview: Expect strong filter demand to be clouded by weakness at Apple. Maintain Market Perform. (February 4, 2014)
2013
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TQNT: Triquint: the one stop shop of RF. Maintain Market Perform. (October 31, 2013) TQNT: TQNT, RFMD: Why 3Q results look good for AAPL & SWKS. (October 28, 2013) TQNT: Great results, good prospects for growth, but expect negative sentiment. Downgrade to Market Perform. (October 24, 2013) TQNT: Preview: Expect optimistic outlook on advanced filter demand. Maintain BUY rating. (October 18, 2013) TQNT: How the RF semiconductor suppliers will outperform their handset customers. (October 4, 2013) TQNT: WIN Semi’s guidance reflects RF architecture shift, not lower demand for amps. Maintain BUY rating. (August 14, 2013) TQNT: Understanding Disparities in the Food Chain’s Guidance for iPhone 5S. Maintain BUY rating. (July 27, 2013) TQNT: Turning the corner into exceptionally strong demand from LTE and Apple. Maintain BUY rating. (July 24, 2013) TQNT: Preview: LTE should lead to growth in 2H13. Maintain BUY rating. (July 19, 2013) TQNT: LTE will drive a multi-year growth phase for filter vendors. Maintain BUY rating. (June 13, 2013) TQNT: The proud, the few, the BAW filter suppliers. Upgrade to BUY rating. (May 29, 2013) TQNT: Disappointing quarter, but filter story stands. Maintain Market Perform. (April 24, 2013) TQNT: Preview: Excess capacity suggests caution near-term, but 2H13 could be another story. Maintain Market Perform. (April 23, 2013) TQNT: RFMD and SWKS are the big winners on the Galaxy S4. Maintain Market Perform. (March 19, 2013) TQNT: Betting on a big 2H for revenue growth in ‘13. Maintain Market Perform. (February 6, 2013) TQNT: Preview: Underutilization will likely persist into the March period. Maintain Market Perform. (February 5, 2013)
2012
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TQNT: Revenue growth pressured by lighter content in iPhone 5. Maintain Market Perform. (October 24, 2012) TQNT: Preview: Excess capacity and failing economy raise concerns for 2013. Maintain Market Perform. (October 23, 2012) TQNT: iPhone 5: Wins, losses and surprises from our analysis of the teardown. Maintain Market Perform. (September 24, 2012) TQNT: iPhone 5 tracking our prediction of $11 in RF content. Maintain Market Perform. (September 15, 2012) TQNT: Content expectations for iPhone 5. Maintain Market Perform. (September 10, 2012) TQNT: Future probably isn’t as bleak as the stock price suggests. Maintain Market Perform. (August 17, 2012) TQNT: Bottom in June but, rebound will likely be muted. Maintain Market Perform. (July 25, 2012) TQNT: Preview: Growth prospects bode well for 2H12. Maintain Market Perform. (July 24, 2012) TQNT: A bigger hole in 2Q makes for a better trade in July. Maintain Market Perform. (April 25, 2012) TQNT: Preview: Growth remains a 2H12 story. Maintain Market Perform. (April 24, 2012) TQNT: Supplier base update for iPad 3. Maintain Market Perform. (March 23, 2012) TQNT: iPad3 is no precursor to iPhone 5; RF content/configuration is an anomaly. Maintain Market Perform. (March 16, 2012) TQNT: Optimistic on new product growth but TQNT remains a 2H12 story. Maintain Market Perform. (March 7, 2012) TQNT: Apple lifts top-line, but capacity and mix weigh on GM. Maintain Market Perform. (February 8, 2012) TQNT: Preview: New products notwithstanding, 1H12 will be difficult. Upgrade to Market Perform. (February 6, 2012)
2011
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TQNT: New products offer hope, but not until mid-2012 at the earliest. Maintain Market Underperform. (October 27, 2011) TQNT: Preview: A loss in iPhone 4S content means slow growth near-term. Maintain Market Underperform. (October 25, 2011) TQNT: Changes at Apple suggest a difficult period ahead for TQNT. Maintain Market Underperform. (October 21, 2011) TQNT: iPhone 4S teardown details. Wins, losses and what comes next. Maintain Market Underperform. (October 13, 2011) TQNT: Recession concerns, loss of content and visibility will pressure stock until early 2012. Downgrade to Market Underperform. (September 22, 2011) TQNT: Truth vs. fiction for RF semis and iPhone 4S. Maintain Market Perform. (September 19, 2011) TQNT: Sting of RFMD at Samsung and Avago at Apple will hurt 2H11 growth. Downgrade to Market Perform. (July 28, 2011) TQNT: Preview: Apple will help results, but stock turns on 2H11 guidance. Maintain BUY rating. (July 25, 2011) TQNT: Wireless will drive top-line, but will drag on margins in 2H. Maintain BUY rating. (April 27, 2011) TQNT: Preview: In-line quarter but big upside in 2H11. Maintain BUY rating. (April 26, 2011) TQNT: Increasingly positive on prospects for 2H11. Maintain BUY rating. (February 23, 2011) TQNT: End of capacity constraints to fuel growth in 2H11. Maintain BUY rating. (February 10, 2011) TQNT: Preview: Near-term capacity problems give way to improved growth long-term. Maintain BUY rating. (February 9, 2011) TQNT: The RF Story Behind the CDMA iPhone. (February 8, 2011)
2010
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TQNT: High utilization and large smartphone exposure a good buffer against seasonality. Upgrade to BUY rating. (October 28, 2010) TQNT: Capacity in focus as TriQuint preannounces upside. Maintain Market Perform. (October 12, 2010) TQNT: Clarifying vendor position in 2011 iPhone iterations. Maintain Market Perform. (October 5, 2010) TQNT: Margins should ease from record levels on capacity expansion to accommodate demand. Downgrade to Market Perform. (July 28, 2010) TQNT: Preview: Lower handset exposure and unique OEM mix likely a saving grace. Maintain BUY rating. (July 28, 2010) TQNT: A Difficult Summer for RF Semi Suppliers. Maintain BUY rating. (July 19, 2010) TQNT: Share shift in iPhone 4 offset by gains elsewhere. Maintain BUY rating. (July 1, 2010) TQNT: Record quarter with several more to come. Maintain BUY rating. (April 29, 2010) TQNT: Preview: Market growth overshadows share shifts. Maintain BUY rating. (April 15, 2010) TQNT: String of pre-announcements presages record year for RF Semiconductor space. Maintain BUY rating. (March 18, 2010) TQNT: Expect outperformance over the next several quarters. Maintain BUY rating. (March 18, 2010) TQNT: Share gains in phones and recovery in Networks bode well for 2010. Maintain BUY rating. (February 24, 2010) TQNT: Preview: Business poised to grow but so are expectations. (January 14, 2010)
2009
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TQNT: Near term caution as expectations outpace results. (October 22, 2009) TQNT: Preview: Smartphones and data cards driving growth. Maintain BUY rating. (October 9, 2009) TQNT: Heavy concentration in smartphones paying big dividends. Maintain BUY rating. (July 22, 2009) TQNT: Preview: Inventory snap-back driving upside this quarter but will slow in 2H09. Maintain BUY rating. (July 10, 2009) TQNT: Gains in Smartphones and normalized inventory enable Triquint to lead the recovery. Upgrade to BUY rating. (April 23, 2009) TQNT: Preview: Tightening supply chain should drive up book-to-bill and improve growth visibility. Maintain Market Perform. (April 19, 2009) TQNT: Growth and leverage will come soon, but not yet. Maintain Market Perform. (February 11, 2009) TQNT: Preview: 3G and military will partially offset weakness in WLAN and 2G. Maintain Market Perform. (February 9, 2009)
2008
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TQNT: Concerns about debt & cash flow are likely overdone even as estimates come down. (December 17, 2008) TQNT: Strong quarter on new product ramps, solidly positioned for 2009. Maintain BUY rating. (October 27, 2008) TQNT: Preview: Expect a solid quarter on handsets and WiFi revenue growth. Maintain BUY rating. (October 17, 2008) TQNT: New wins lift revenue growth but WJ could mute commensurate rise in EPS long-term. Maintain BUY rating. (July 23, 2008) TQNT: Preview: Long term outlook strong despite short term delays in WiFi and 3G product launches. Maintain BUY rating. (July 22, 2008) TQNT: Big wins at Intel and in 3G should yield record year for growth. Maintain BUY rating. (April 24, 2008) TQNT: Preview: Rising demand in PC WiFi business offsets lower handset business. Maintain BUY rating. (April 22, 2008) TQNT: Weak 1Q08 guidance but demand at Intel will eclipse weakness at Samsung by 2Q08. Maintain BUY rating. (February 21, 2008) TQNT: Preview: Share gains in handsets should offset weak demand in systems. Maintain BUY rating. (February 19, 2008)
2007
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TQNT: Well suited for growth in handsets and military systems. Maintain BUY TQNT: ratingTQNT: . (November 16, 2007) TQNT: Excess capacity lead to share gains and strong Q4. Upgrading from Market Perform to BUY. (October 24, 2007) TQNT: Preview: Weak pricing and MOT inventory likely to pressure quarter. Market Perform. (October 22, 2007) TQNT: Near-term pressure on MOT implosion with rebound in 4Q07. Market Perform. (July 25, 2007) TQNT: Preview: Struggles at Motorola likely to weigh on Sept. guidance. Market Perform. (July 25, 2007) TQNT: Small and ramping share at Motorola mitigates downside. Maintain Market Perform. (April 25, 2007) TQNT: Preview: Problems at MOT and Samsung eclipse long-term upside. Market Perform. (April 24, 2007) TQNT: SWKS, TQNT, & ANAD CEOs - Little to fear from Single Chip. Maintain ratings. (February 28, 2007) TQNT: Share gains not enough to offset poor margin trends. Downgrading to Market Perform. (February 8, 2007) TQNT: Preview: PA module & 3G share gains yield strong quarter, improved guidance. BUY. (February 6, 2007)
2006
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TQNT: Talk of weak handsets sales on slow wafer starts at TXN. No impact on TQNT. BUY. (November 30, 2006) TQNT: In-line quarter but higher spending limits margins near-term. Downgrade to BUY. (October 25, 2006) TQNT: Revenue, margin and order upside with more to follow in Sept. Reiterate STRONG BUY. (July 26, 2006) TQNT: Preview: Margins up on higher utilization. Strong Buy. (July 18, 2006) TQNT: Expect lower backlog, improved margins, and cautious guidance. (June 22, 2006) TQNT: Exceeds revenue and EPS estimates and increases guidance. Upgrading to Strong Buy. (April 25, 2006) TQNT: Preview: We should have upgraded this stock. Expect exceptional quarter. BUY. (April 21, 2006) TQNT: In-line quarter, upside in guidance on new product ramps. Increasing estimates. Reiterate BUY. (February 9, 2006) TQNT: Preview: Expect GSM module gains offset by low utilization. Reiterate BUY. (January 23, 2006)
2005
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TQNT: Strong quarter and guidance with more to come, increasing estimates. BUY. (October 20, 2005) TQNT: Preview: Expect GSM module gains offset by low utilization. Reiterate BUY. (October 14, 2005) TQNT: Breakeven down, growth up and book-to-bill greater than one. Upgrading to a BUY. (July 21, 2005)
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