RE: GennumI think you are being impatient. Gennum has shown solid earnings growth for the past 5 quarters. The revenue was off slightly in the most recent quarter due to supply chain management issues. Franz indicated that even Gennum was surprised by the exceptional increase in demand for their products (optical) and that the supply chain issue is being worked on and should be completely resolved by 2nd quarter.
Franz has completely re-aligned the company as far as products and market strategy since he came on board in 2006. Gennum's product portfolio has never been stronger. Gennum is a completely different company than it was 4 years ago. Gennum is starting to show the results of their strategy. I think 2011 will a break out year.