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Technology Stocks : Rockwell-Spins off Conexant (CNXT)
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To: Larry Zenith who wrote (707)2/28/2000 3:05:00 PM
From: w molloy  Read Replies (1) of 2013
 
Re RFMD and QCOM

This business is a merry-go round. Today RFMD score big with QCOM. Tomorrow NOK will dump RFMD and go with CNXT (or PMCS).

CNXT see this all the time in the modem business.

This news (apart from the specifics) is old news. QCOM dropped a big hint at the Feb 17 CC that it was going its own way with PA's. I'm surprised they couldn't do it themselves, and had to rope in RFMD.

w.
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