Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Qorvo upgraded to Buy at Charter Equity; Execution issues behind it, better than expected growth ahead (67.74 -0.11)Charter Equity upgrades QRVO to Buy from Mkt Perform noting technical discussions at MWC increased firm's confidence that spending on RF components is running ahead of expectations and that more of it is increasingly being directed at Qorvo. In fact, like its two largest competitors, firm believes Qorvo is facing a wave of demand that will drive robust topline growth over the next several years. Unlike Broadcom (<strong>AVGO</strong>) and Skyworks (<strong>SWKS</strong>) however, it's developing products in all the primary RF technologies from SAW filters to envelope tracking. It was this avalanche of development that they believe led to last year's execution problems. With so many of its staff devoted to new projects it launched too many new designs on too many new processes for yields not to suffer. With execution issues behind it and strong secular growth ahead, firm expects co to begin converting more of its revenue to EPS, for financial performance to meet or exceed consensus and for the stock's multiple to expand.</td> </tr></table>"