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Technology Stocks : RF Micro Devices (RFMD)

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To: lazarre who wrote (1002)	10/15/1999 1:01:00 PM
From: nealm	Read Replies (2) of 4849

ANAD starting making good money selling to DBS (Direct Broadcast Satellite) OEMs. The DBS market disappeared and they went down. They've started their own fab, but it's strictly GaAs Fet. Add to that management stinks, the CEO retired/quit and they can't recruit talent to go to New Jersey. RFMD competitors are: CNXT, TQNT, AHAA, ANAD (IMO in that order). Only CNXT and TQNT have the production capability to meet market demands. They're also some fabless (small) companies that license/fab through both TRW and CNXT. ------------- Neal

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