'Mad Money' Spotlight: Cramer on RF Micro Devices

Stock quotes in this article: RFMD  

When Jim Cramer latches on to a thesis, he just won't let it drop.

Which is why it wasn't surprising to find the CEO of RF Micro Devices, Robert Bruggeworth, on "Mad Money" Thursday night to discuss Cramer's favorite topic of late: smartphones.

RF Micro Devices is Cramer's latest tech spec. The company's mission is to put the power in those all-in-one phones, so to speak.

It makes power amplifiers for smart phones, which help to boost and filter signals coming in and out of the device. And thanks to the move to 3G move, Cramer said RF Micro Devices got a nice sales boost.

Cramer and Buggeworth agreed on one thing during their talk: the smartphone revolution is for real. As proof, the CEO said that the company began preparing for the smartphone build a few years back and continues to see regular evidence of the smart phone takeover.

Bruggeworth also said that China's strengthening 3G wireless infrastructure will only make demand for products that much better.

Bruggeworth also couldn't deny Cramer's bullish numbers that one billion smartphones could be sold in the coming two to three years.

It didn't help matters yesterday that Research in Motion disappointed the street in forecasting dampened profits and sales in the next quarter. But Cramer and Bruggeworth added that you shouldn't look at one company in deciding on the future of 3G, but instead see it as a long-term trend with a lot of players.

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