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Strategies & Market Trends : Value Investing

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To: TimbaBear who wrote (15536)	9/30/2002 2:34:04 PM
From: Mark Adams	of 78669

re TQNT; Several years ago, I thought of the company as a play on specialized semiconductors, GAs, which were better suited for high frequency stuff than plain ol Si. I haven't followed closely since probably 99, as I thought of the entire Semi and Tech as over valued. I'm nibbling now in the Semi space, so I have some catching up to do on technology evolution, new materials and what not. I believe TQNT merged with Sawtech, which mfgd specialized band filters used in cellphones. This apparently finalized May of this year. So I'm not sure how diverse their revenue sources are by market segment- or more plainly, how exposed they are to cellphones vs other wireless apps. That is something I'd like to know more about. I need to read the 10Q/K. I'll probably have a better feel for the company then. So I guess I can't say much yet about the outlook going forward, though I'm hoping in general we have a brighter future than currently appears to be in vogue.

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