$70 billion in cash but won't give it back to shareholders. Earnings and revenue have been slowing down because of worries of lawsuits. That is now coming to an end. They are starting to rebuy infrastructure.

The price of education goes up every year and students are borrowing more money. Trades at a 12 multiple.

There is benefit from them buying back shares. There's also a reacceleration of their business.

Will see gross margin expansion in the back half of the year. Things look pretty good. Longer term, the company has to transition from a manufacturing company to more of a design company.

A very good, high profitable business. Have recently restructured to scale the business better. Pipeline looks very strong. Limited competition.

An inexpensive stock, but there are issues with the company. Struggling to find out what's working. Wait to see some traction in one of the areas.

Well-positioned in both HDTV and RFID but these areas are relatively small. To get a pure play, would look at others. Likes it for the long term. Short term, there is some concern on the wireless side.