I'll remember this post for a while:
To: Lucky888 who wrote (2220)
From: Auric Goldfinger Friday, Feb 25, 2000 1:09 PM ET
Reply # of 2283
"No way is NOK gonna buy RFMD when RFMD is causing them CDMA product problems and I'll bet you did not know about that. Wait until next week....... you heard it here first."
......Especially in light of this: (from the QCOM/RFMD press release)
``Combining QUALCOMM's CDMA system, design and software expertise with RFMD's design and process technology will allow QUALCOMM to offer the best performing and most cost-effective power amplifiers for the CDMA market,' said Johan Lodenius, senior vice president of marketing and product management for QUALCOMM CDMA Technologies. ``As a leading supplier of CDMA chipsets and system software, QUALCOMM will continue to offer manufacturers the most integrated and advanced products available.'
``RFMD is the world's largest supplier of gallium arsenide (GaAs) heterojunction bipolar transistor (HBT) RFICs,' said Jerry Neal, executive vice president of sales, marketing and strategic development of RF Micro Devices.
``CDMA has been one of our most successful markets, and RF Micro Devices has already delivered more than 50 million RFICs for use in CDMA systems. With our own wafer fabrication plant now in full production, and with a second wafer fab under construction, RFMD has the capacity to fulfill all of QUALCOMM's foreseeable GaAs HBT requirements.
....doesn't seem to be the kind of statements one expects to hear from a company that is having problems with CDMA. Hum? |
