This guy might know what he's talking about...and certainly his price target indicates that he does know...

Richard Shannon joined the Equity Research Department at Craig-Hallum Capital Group LLC as a Senior Research Analyst in 2011 and covers stocks in the semiconductor sector. He was the #1 ranked semiconductor analyst in the Wall Street Journal’s Best on the Street survey for 2009 and 2010. Previously, he was a senior analyst at Northland Capital Markets and Piper Jaffray, an associate at UBS, and was an operating systems programmer at IBM for four years. Richard received his BS in Computer & Electrical Engineering from Purdue University, an MBA from the Carlson School at the University of Minnesota and is a CFA charter holder.