| To: Savant who wrote (963) | 10/24/2013 10:03:42 AM | | From: robert b furman | | | | Triquint down 16% to 6.97.
What a reward for turning a profit eh?
Bob
Edit just sold 50 2015 5.00 puts @ 45 cents.
If put to me my net cost would be 4.55 cents strong support at 4.35 and the company is now profitable and has 5G mobile phone solutions.
Military is probably to be impacted by sequester but their chips will be put off at the end vs the beginning imho.
Bob |
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| To: Savant who wrote (965) | 10/24/2013 10:39:43 AM | | From: robert b furman | | | | I sold 50 2015 5's for 45 cents.
I always give up some premium just so I buy at a good entry - 4.55 is about 20 cents over solid support over the last 2 years.
Putting up some cash as collateral and getting better than my broker gives.LOL
Thanks for the great idea.
Bob |
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| From: Savant | 10/28/2013 9:06:53 PM | | | | | | | TriQuint Announces Details of Investor and Analyst Day | HILLSBORO, Ore.--(BUSINESS WIRE)--October 28, 2013--
TriQuint Semiconductor, Inc. (NASDAQ: TQNT), a leading RF solutions supplier and technology innovator, will hold its Investor and Analyst Day in New York on October 31, 2013 from 8:00 a.m. to approximately 11:30 a.m. EDT. The link to the audio webcast along with the presentation materials will be made available prior to the event on the Investors' section of the company's website at invest.triquint.com.
FACTS ABOUT TRIQUINT
Founded in 1985, TriQuint Semiconductor (NASDAQ: TQNT) is a leading global provider of innovative RF solutions and foundry services for the world's top communications, defense and aerospace companies. People and organizations around the world need real-time, all-the-time connections; TriQuint products help reduce the cost and increase the performance of connected mobile devices and the networks that deliver critical voice, data and video communications. With the industry's broadest technology portfolio, recognized R&D leadership, and expertise in high-volume manufacturing, TriQuint creates standard and custom products using gallium arsenide (GaAs), gallium nitride (GaN), surface acoustic wave (SAW) and bulk acoustic wave (BAW) technologies. The company has ISO9001-certified manufacturing facilities in the U.S., production in Costa Rica, and design centers in North America and Germany. For more information, visit www.triquint.com.
TQNT-F |
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| From: Savant | 10/30/2013 2:55:49 AM | | | | | | | Starboard Delivers Letter to TriQuint CEO and Board of Directors | Outlines the Significant Opportunities for Value Creation at TriQuint Highlights Strong Profitability and Growth of TriQuint's Networks & Defense and BAW Filter Businesses, Which Together May Be Worth Far More Than Where the Company Currently Trades Cites TriQuint's Underperforming, Underutilized Mobile Power Amplifier (PA) Business and its Excessive Operating Expenses as Primary Reasons TriQuint's Performance Has Significantly Lagged Peers Urges TriQuint to Explore Ways to Create Value for Shareholders, Including Restructuring of the Mobile PA Business Seeks to Immediately Begin Discussions with the Board Regarding Board Composition and Alternatives to Unlock Shareholder Value
NEW YORK, Oct. 29, 2013 /PRNewswire/ -- Starboard Value LP (together with its affiliates, "Starboard"), owning securities representing beneficial ownership of approximately 8% of the outstanding common stock of TriQuint Semiconductor, Inc. ("TriQuint" or the "Company") (NASDAQ: TQNT), today announced that it has delivered a letter to the Company's CEO, Ralph G. Quinsey, and the Company's Board of Directors.
The full text of the letter is available for viewing at the following link: tinyurl.com
About Starboard Value LP
Starboard Value LP is a New York-based investment adviser with a focused and differentiated fundamental approach to investing in publicly traded U.S. small cap companies. Starboard invests in deeply undervalued small cap companies and actively engages with management teams and boards of directors to identify and execute on opportunities to unlock value for the benefit of all shareholders.
Investor contacts:
Peter Feld, (212) 201-4878
Gavin Molinelli, (212) 201-4828
www.starboardvalue.com
SOURCE Starboard Value LP
/Web site: starboardvalue.com |
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| To: Savant who wrote (968) | 10/30/2013 3:01:28 AM | | From: Savant | | | | | Starboard Asks TriQuint to Make Changes to Mobile Power Amplifier Unit -- Update | (Adds TriQuint response and updates share performance.)
By Ben Fox Rubin
Activist investor Starboard Value LP called on TriQuint Semiconductor Inc. (TQNT) to make changes or consider selling its mobile power amplifier business, claiming the division is a drag on the chip maker.
Starboard, which owns about 8% of the company's stock, said TriQuint has two "strong, growing and highly profitable" segments--the networks and defense unit and bulk acoustic wave filter business--adding those two units alone are worth more than where the company currently trades.
The investor argued those businesses, though, have been overshadowed by the mobile PA business, where "significant utilization issues and missed design cycles have led to large losses and significantly reduced consolidated gross margins."
Starboard asked TriQuint whether it could restructure the mobile PA business so it can operate more profitably or if it should seek to sell its mobile PA business and focus on the other two businesses.
TriQuint, for its part, said it "welcomes constructive input from all shareholders, including Starboard Value LP." The company said it regularly reviews its strategy and has taken "meaningful steps" increase value for its shareholders.
The company's mobile-device business faces intense competition in the sector. On Tuesday, the company reiterated that it has invested in premium filters, among other complementary products. Though the investments presented financial headwinds for the company in the last year and half, TriQuint has said these investments have positioned the company ahead of its competition.
Earlier this month, the company said it swung to a third-quarter profit as it posted improving revenue.
Shares closed Tuesday up 5.7% at $7.76. The stock is up 61% so far this year.
-Michael Calia contributed to this article. |
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| From: Savant | 10/31/2013 10:51:03 AM | | | | | | | TriQuint Acknowledges Receipt of Starboard Value Letter | HILLSBORO, Ore.--(BUSINESS WIRE)--October 29, 2013--
TriQuint Semiconductor, Inc. (NASDAQ: TQNT), a leading RF solutions supplier and technology innovator, has issued the following response to the letter received from Starboard Value LP dated October 29(th) , 2013.
TriQuint welcomes constructive input from all shareholders including Starboard Value LP. TriQuint's Board of Directors and management regularly review the business strategy and have taken meaningful steps to increase shareholder value including the sale of underutilized equipment, share buybacks, as well as the withdrawal from unattractive businesses over time. Given the investments that have been made over the past few years in premium filters combined with a comprehensive suite of complementary products, manufacturing technologies, and packaging options, TriQuint is uniquely positioned to address the current and future trends in the RF industry.
FACTS ABOUT TRIQUINT
Founded in 1985, TriQuint Semiconductor (NASDAQ: TQNT) is a leading global provider of innovative RF solutions and foundry services for the world's top communications, defense and aerospace companies. People and organizations around the world need real-time, all-the-time connections; TriQuint products help reduce the cost and increase the performance of connected mobile devices and the networks that deliver critical voice, data and video communications. With the industry's broadest technology portfolio, recognized R&D leadership, and expertise in high-volume manufacturing, TriQuint creates standard and custom products using gallium arsenide (GaAs), gallium nitride (GaN), surface acoustic wave (SAW) and bulk acoustic wave (BAW) technologies. The company has ISO9001-certified manufacturing facilities in the U.S., production in Costa Rica, and design centers in North America and Germany. For more information, visit www.triquint.com.
TQNT-F
TriQuint: Reach Further, Reach Faster(TM)
CONTACT: TriQuint Semiconductor
VP of Finance & Administration, CFO
Steve Buhaly, +1-503-615-9401
sbuhaly@triquint.com
or
Director, Investor Relations
Grant Brown, +1-503-615-9413
gbrown@triquint.com
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| To: Savant who wrote (965) | 10/31/2013 11:42:51 AM | | From: Savant | | | | | *correction...I just noticed...I meant Dec 20*13* $7 puts...(OA is getting me)..were 55c bid, now 10c x 15c. |
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| From: Savant | 2/12/2014 6:08:37 AM | | | | | | | TriQuint Semi beats by $0.03, reports revs in-line; guides Q1 EPS below consensus, revs below consensus; guides FY14 EPS in-line | Reports Q4 (Dec) earnings of $0.16 per share, $0.03 better than the Capital IQ Consensus Estimate of $0.13; revenues rose 14.6% year/year to $267.7 mln vs the $266.03 mln consensus.
- Co issues downside guidance for Q1, sees EPS of ($0.13)-($0.11) vs. $0.04 Capital IQ Consensus Estimate; sees Q1 revs of $170-180 mln vs. $224.57 mln Capital IQ Consensus Estimate.
- Co cites seasonality and a large customer's inventory correction in Mobile Device products.
- Co issues in-line guidance for FY14, sees EPS to meet or beat $0.49 vs. $0.49 Capital IQ Consensus Estimate. Looking at 2014 as a whole, we expect revenue growth in the mid single digits as strong growth in premium filters is partially offset by significant reductions in lower margin amplifiers and non-strategic foundry revenue. Revenue seasonality should be roughly similar to 2013 with about 40% of revenue coming in the first half of the year. Non-GAAP gross margin is expected to grow about 500 basis points from 2013 levels due to these product mix changes and cost reductions in operations. Operating expenses are expected to decline modestly from 2013. We currently believe non-GAAP earnings per share will meet or beat the current analyst consensus of $0.49.
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| From: Savant | 2/12/2014 6:09:27 AM | | | | | | | TriQuint Drives LTE Advances with a Growing Line of Unique, High-Performance Filters | As global LTE deployments accelerate, TriQuint leverages its proprietary acoustic wave filtering technologies to solve complex system and chipset challenges for next-gen 4G smartphones and other mobile devices
HILLSBORO, Ore.--(BUSINESS WIRE)--February 11, 2014--
TriQuint Semiconductor, Inc. (NASDAQ: TQNT), a leading RF solutions supplier and technology innovator, today announced several new premium filters for next-generation smartphones and other mobile devices. The high-performance filters utilize the company's advanced acoustic wave filtering technologies to address some of the industry's toughest LTE interference problems.
The number of cellular and Wi-Fi bands packed inside compact high-end smartphones is skyrocketing to support 2G/3G/4G voice and data services, as well as global roaming. Advanced filter technology is required to mitigate the resulting interference issues. A global spectrum crunch adds to the growing interference problems as governments around the world squeeze new 4G bands with higher performance requirements next to existing bands, often with minimal band guards.
"TriQuint's expanding line of advanced filters solves challenging LTE interference issues for mobile device manufacturers and can provide higher data rates over longer distances for end-users," said Sean Riley, Vice President of Mobile Products. "Our specialty quadplexer also enables carrier aggregation techniques for operators eager to boost spectrum efficiency within their overburdened networks. These filters leverage our proprietary acoustic wave technologies to accelerate the next generation of wireless communications."
TriQuint's specialty filters are capturing numerous design wins in high-volume 4G smartphones from multiple manufacturers, as well as coveted sockets on reference designs from leading chipset suppliers. The new filters reflect the TriQuint hallmark: providing industry-leading performance in the world's smallest form factors. They include the industry's first diplexer for LTE Bands 38 and 40, which is more than 30% smaller than discrete solutions. TriQuint also unveiled the first carrier aggregation module for Bands 2/25 and 4, an integrated quadplexer that is half the size of discrete architectures. The company's new Band 7 LTE duplexer and its Band 41 LTE receive filter both achieve exceptionally low insertion loss to help maximize the incoming signal strength, resulting in higher data throughput over longer operating distances.
Product Details
Part # Description Bands Size (mm) Features --------- -------------------- --------- --------- ----------------------- 885043 LTE Tx/Rx Diplexer B38 & B40 1.7 x 1.3 2-in-1 Filter for Full Band 40 Coverage with Low Loss; BAW filter technology --------- -------------------- --------- --------- ----------------------- TQQ2504 LTE SE / SE Duplexer B25 & B4 3.6 x 2.0 B2 /25 / 4 Quadplexer; BAW & SAW filter technology --------- -------------------- --------- --------- ----------------------- TQQ0041 LTE Rx Filter B41 2.0 x 2.0 Low IL and High Wi-Fi Attenuation; BAW filter technology --------- -------------------- --------- --------- ----------------------- TQM976027 LTE SE / SE Duplexer B7 2.0 x 1.6 Excellent Insertion Loss; BAW filter technology --------- -------------------- --------- --------- -----------------------
To learn more about TriQuint's advanced filtering solutions, meet our technology experts at Mobile World Congress in Barcelona Feb. 24-27, or visit triquint.com. To locate TriQuint's distributors, resellers or field sales representatives, see www.triquint.com/sales.
FORWARD LOOKING STATEMENTS
This TriQuint Semiconductor, Inc. (NASDAQ: TQNT) press release contains forward-looking statements made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Readers are cautioned that forward-looking statements involve risks and uncertainties. The cautionary statements made in this press release should be read as being applicable to all related statements wherever they appear. Statements containing such words as 'leading', 'high performance', 'best-in-class' or similar terms are considered to contain uncertainty and are forward-looking statements. A number of factors affect TriQuint's operating results and could cause its actual future results to differ materially from any results indicated in this press release or in any other forward-looking statements made by, or on behalf of, TriQuint including, but not limited to: those associated with the unpredictability and volatility of customer acceptance of and demand for our products and technologies, the ability of our production facilities and those of our vendors to meet demand, the ability of our production facilities and those of our vendors to produce products with yields sufficient to maintain profitability, as well as the other "Risk Factors" set forth in TriQuint's most recent 10-Q report filed with the Securities and Exchange Commission. This and other reports can be found on the SEC web site, www.sec.gov. A reader of this release should understand that these and other risks could cause actual results to differ materially from expectations expressed / implied in forward-looking statements.
FACTS ABOUT TRIQUINT
Founded in 1985, TriQuint Semiconductor (NASDAQ: TQNT) is a leading global provider of innovative RF solutions and foundry services for the world's top communications, defense and aerospace companies. People and organizations around the world need real-time, all-the-time connections; TriQuint products help reduce the cost and increase the performance of connected mobile devices and the networks that deliver critical voice, data and video communications. With the industry's broadest technology portfolio, recognized R&D leadership, and expertise in high-volume manufacturing, TriQuint creates standard and custom products using gallium arsenide (GaAs), gallium nitride (GaN), surface acoustic wave (SAW) and bulk acoustic wave (BAW) technologies. The company has ISO9001-certified manufacturing facilities in the U.S., production in Costa Rica, and design centers in North America and Germany. For more information, visit www.triquint.com.
TriQuint: Reach Further, Reach Faster(TM)
CONTACT: TriQuint Semiconductor, Inc.
Ann Jansen, +1-503-615-9127
Marketing Comms Manager
ann.jansen@triquint.com
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