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Technology Stocks : RF Micro Devices (RFMD)
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To: Jack Hartmann who wrote (3162)8/15/2000 6:27:28 PM
From: Jack Hartmann  Read Replies (1) of 4849
 
Had to dig out my notes from this call. Trying to read between the line. Cable modem revs up 56% sequentially and the comment MOT ramping up. Hmmmm, T gives MOT a huge cable modem contract. (Now the modem side is less than 10% of the rvs with handsets acconting for 90%.)

The only question that remains is who is SUPPLYING MOT with cable modem component. I'm betting on RFMD.

Any thoughts?

Got some at $70 in the after hours. (Now $69, of course)

Jack
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