Epstein Secrets

- a result of Qualcomm's then announcement of RF 360, a completely integrated frontend solution on CMOS. Before the show, RFMD announced a bid for Triquint attempting to grab one of the two main players in passive, frontend BAW filters (Avago being the other). We do not feel like this is the end of the

e Qualcomm announced a design win, other frontend players were busy both making deals and displaying their wares. Peregrine: Peregrine demoed their CMOS PA, and the results were impressive - the company was able to achieve 44% efficiency in LTE used alongside Nuijira's envelope tracking solution - bein

e frontend space, engineered by the active players - a result of Qualcomm's then announcement of RF 360. Before the show, RFMD announced a bid for Triquint. We do not feel like this is the end of the match-making, possibly with Triquint, and certainly outside of this deal, with other players attempting

(VoLTE builds), constructive on LIEN (see our separate preview note). neutral but constructive on RKUS (cable traction), CAVM (small cells), PSMI (CMOS PA performance) ADNC (Motion 0), slightly more cautious on CSCO (SP execution) BBRY (increasing security competition) and XXiA (testing vinualization)

2 March 2014 Wireless Equipment Signals to Noise (S2N) end of the match-making, possibly with Triquint, and certainly outside of this deal, with other players attempting to redefine their own positions. It will be interesting to watch Skyworks, which

will be best served to find a dance partner sooner rather than later. Peregrine - PA catches attention of many At the show, Peregrine demoed their CMOS PA, and the results were impressive - the company was able achieve 44% efficiency in LTE used alongside Nuilira's envelope tracking solution - being a