They actually just reported a few weeks ago, so their next earnings call shouldn't be until early-May. The "pros" are calling for .30/share. I think we can beat that. :) Before then we'll also get a "teardown" that reveals what's in the next generation iPad. The expectation is that Cirrus keeps its spot, but as we saw with TriQuint and the Verizon iPhone, you can never be sure. The key is to find scenarios where you're best rewarded for the risk you're taking, and also finding components that minimize that risk. Best,Eric
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