Rex Dyer, Archer, Wang and others,
As a RFM shareholder (who is not a RFM employee) I would be interested in and appreciate your thoughts on any of the following regarding RFM:
1.It seems to me that RFM now has appropriately adjusted the ship and now has a very good CEO in David Kirk. What do you think?
2. It seems that the virtual wire area could be a huge revenue area (for example, tire pressure monitoring, home automation, and RF ID tags), and that no competitor yet has an integrated solution here like RFM. Is this correct?
3. If the assumptions in 2 above are correct, what are RFM's realistic prospects here?
4. RFM stated that it has RF filter design wins in E911, satellite radio, EDGE (base stations), and GPS? How large is the potential market in these areas and what are RFM's realistic prospects here?
5. RFM seems to be putting some emphasis on reference design wins (e.g., a bay station chip set reference design win for a semiconductor company)? How large is this potential market and what are RFM's realistic prospects here?
6. The low power components area is obviously having severe pricing pressure. RFM seems to have a strong market share here and possibilities include areas such as home and industrial security, automotive, and utility meter reading? Given the pricing pressures are these good potential revenue areas?
7. Any comments on the frequency control module area?
8. Any comments on Owenoke management (they recently purchased over 300,000 shares of RFM)?
9. Any comments on what you think about RFM's prospects in general?
Thanks a lot for commenting on any of the above.
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