Jonathan Hykawy Quotations

Very strong on the revenue side, less strong ... on the gross margin side. But given the yields they're getting in their desktop products, and presumably in their mobile products as well ... my model would suggest that their gross margins are going to come in higher than their guidance.

They had a very, very good quarter from a revenue point of view. Much stronger than anyone had anticipated. At the end of the day, revenue strength did drive slightly better earnings.

They issued great results ... much better than consensus. Factor number two: their guidance is above Street consensus for the next quarter.

If you're burning $60 million to $80 million a year, and if the consumer market for fuel cells is optimistically not going to arrive until say 2015, you may need additional sources of capital.

For my point of view, the brightest spot they're showing is in the chipset market. This has, historically, been a place where they have to demonstrate strength in order to protect their low-end markets. And they're finally breaking into the market in a large way.