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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (9471)	11/3/1999 4:00:00 PM
From: StockHawk	Read Replies (1) of 54805

From an article on RFMD (10/20/99) - a supplier to QCOM. Probably in the shiney pebble category, but looks interesting. Just starting some DD. Anyone familiar with this company? individualinvestor.com Excerpts: For RF Micro's fiscal second quarter, ended Sept. 30, revenue of $68.9 million was up 119% from the prior year and 11% higher sequentially. Earnings came in at $12.5 million, or $0.15 per share, compared to $2.4 million, or $0.03 per share in the year ago period The ability to manufacture a sufficient quantity of products is extremely important for handset manufacturers, as there have been warnings of component shortages of late. This is where RF Micro has an advantage over its competitors, especially in the area of HBT technology, which is extremely important for CDMA applications, which is the air interface standard that will drive third generation (3G) wireless capabilities. On the CDMA front, RF Micro is making good progress. CDMA sales accounted for about 25% of second quarter revenue... RF Micro also said it will again supply Qualcomm (NASDAQ: QCOM) with components for CDMA applications, a customer it has not worked with for several years. This again validates RF Micro's position as a reliable component supplier, as Qualcomm preciously dropped it as a [supplier] due to insufficient capacity. StockHawk

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