M2: I don't see how QCOM's problem would negatively affect RFMD. Au contraire, the comments in this post from 8/28 are by the same analyst ....
Another specialty chip maker, which is "90% wireless," according to Pete
Peterson, an analyst at Volpe Brown Whelan, is RF Micro Devices.
RF Micro makes power amplifiers (for
wireless devices like phones and
security systems) that, like microphones,
blast small signals through antennae.
That means longer battery life,
diminished distortion and lower prices.
"They have the highest-performance
amplifiers at the lowest cost," says
Mark McKechnie, an analyst at Banc of
America Securities .
In fact, around half of the handsets
produced by market leader Nokia have RF's components, making the Finnish
wireless juggernaut its top customer. And, says McKechnie, Motorola and
Ericsson will start using RF's components soon, giving RF "penetration at each
of the Big Three," which command two-thirds of the market.
I don't know if RFMD supplies QCOM, but they do (or will shortly) supply the "increased competition from NOK and MOT."
I think this post sums it up ...
Message 11134620
K |
