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Technology Stocks : RF Monolithics (RFMI)
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To: JakeStraw who wrote ()5/30/1996 4:29:00 PM
From: wang   of 369
 
I have been following this company for more than a year now. I did not respond because I did not know what's new happens to this company.

After a little investigation, It turned out they indeed did not have anything substantial changed. The price runing up recently was due to the initial public offering of another company which is in the similar business.

The low power remote product was named the best product in 1994 by their industry group. However, they have been having problem in mass production, only recently they seemed to put this problem behind them.

Their revenue are down all along due to the loss of their high margin business (high frequency timing product), the last time when I participated in their analyst meeting, there were a few analyst raised questions about competiton from other technology in the high frequency time area. The company did not respond very well.

their growth in telecommunication area is about 30%, very steady. they have many patents in the area of RF product. The projected growth rate for the next five years is 25% (I personally believe that estimate is a little bit low).

Their PE is about 40 of this years earning. Looks like fairly valued around $12. I do not see immediate run up of stock price soon.

Starting from next Q, they are compare earning to the dismal Q year ago, So we will see a big jump in the earning growth. street estimate 8 c (compare to the 5 c last year this Q).

With insider picked up huge amount of shares around 6 1/2, we have seen the bottom of this stock.

b wang
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