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Technology Stocks : Triquint Semiconductor (TQNT)

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To: Tom Lynch who wrote (331)	11/25/1997 10:18:00 PM
From: Rex Dwyer	Read Replies (1) of 995

Hi Tom, Glad to have you back... I have to go soon, but I thought I'd say what's on my mind. One of the things that has bothered me about TQNT has been the lack of competitive designs. To say that you have a GaAs foundry doesn't mean you will grow like ANAD. But now I have seen some good products. They have new 3V GaAs power amps for both (D)AMPS and PCS(1900MHz). This is ahead of ANAD, who are the undisputed kings of GaAs PAs. I have also been the one to say the PAs are the key to success in GaAs. Now I believe they can get some design wins with these new products. I'll fill you in later on the differences when I have time. I know how you feel about Sharpe. He guides like a blind man. Drew stuck his neck out for him, and it got chopped. I am only afraid that it may take time for the street to recognize their new products. This is a 6 to 12 month investment for me. Heck, I have time... Rex "The Customer knows best"

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