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To: Sun Tzu who wrote (3184)1/7/2022 3:53:00 PM
From: Lou Weed1 Recommendation

Recommended By
Sun Tzu

  Respond to of 10722
 
The QFN is their advantage for now and yes, they'll make hay while the sun shines. More innovation I'm sure is in the works - as you know, you gotta keep one step ahead in this game. What I like is the group heading the company - Dan Kinzer is a very knowledgeable guy and well respected in the biz. He's got decades of contacts in all the right honey holes for this market and I know a couple guys they've just recently hired in sales that are top notch with great street cred. Plus the market forecasters have them right there with POWI for market share moving forward.