Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of TriQuint Semiconductor
So what: There's no official news out today, but I think it's safe to say that suppliers of the iPhone 4 are seeing some upside since the new iPhone 4S left many of the core components untouched, while upgrading key parts like the processor and camera. Fellow iPhone suppliers like OmniVision
Now what: TriQuint shared the power amplifier module spot with Skyworks
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