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Strategies & Market Trends : Technical analysis for shorts & longs

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Nov 28 4:00 PM EST

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To: xcr600 who wrote (25764)	3/27/2000 3:56:00 PM
From: Johnny Canuck	Read Replies (1) of 68426

Hi X, I started the analysis of MLIN on the weekend. I still need to find out who else competes in the WLAN transceiver business and the size of the segment. I found Philips as a competitor so far, though the level of integration is not the same as the MLIN product. The 900 MHZ spread spectrum phone chip is interesting, but is in a really competitive consumer segment. Margins will constantly be under pressure. I do not see this are a explosive profit generator, though it may add a big slice to revenue. If you look at the pricing for the new products and look at the total revenue for the company for last year (about 46 million), we are only talking about 8 million parts. Given the shortage of Fab facility, one has to be concerned about their ability to deliver exponentially higher number of parts, if WLAN takes off. MLIN is a fabless manufacturer. Keep in mind a company like V-Tech, who dominates the 900 MHz wireless telephone market lands 50,000 phone in the US every month alone. bigcharts.com Micro Linear intros wireless-LAN chipset Both the ML2712 and ML2713 come in a 48-pin TQFP. The ML2712EH is $6.05 in 10,000s and the ML2713EH is $3.80 in the same quantities. The ML2731ET comes in a 16-pin TSSOP and is $2.75 in 10,000s bigcharts.com Chip set builds 900-MHz radio front end The ML2721DH comes in a 32-pin thin quad flat pack and is $5.75 each in quantities of 10,000. The ML2751DT comes in a 32-pin thin shrink small-outline package and is $3.55 each in quantities of 10,000.

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