SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : RF Micro Devices (RFMD)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: robert duke who wrote (1863)12/31/1999 11:54:00 PM
From: Roadkill  Read Replies (1) of 4849
 
>>The question is how big is the demand? <<

There was an interview with the CEO a few weeks or maybe a month ago in which he said that the business should see a substantial uptick in summer 2000 because Motorola is designing some new phones around some RFMD components, and those phones are scheduled to begin volume production in mid-2000. This should help ease concerns about RFMD's reliance on NOK for ~50% of revenues (although if you have to rely on someone, NOK is about as good as it gets). Perhaps you're right, and the new capacity is already spoken for.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News