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Technology Stocks : RF Micro Devices (RFMD)
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To: Jack Hartmann who wrote (3924)1/16/2001 11:41:39 PM
From: opalapril  Read Replies (2) of 4849
 
Very helpful notes. Thanks. I was not surprised at order cancelations but this puzzled me: "Mar00 RFMD will grow less than handset market due to transitions issue."

Since the new plant is not expected to be finished until summer what kind of 'transitions' issues would cause RFMD's growth to slow below the level of the overall handset market in March Q? Is this merely a euphemism for RFMD's continued execution problems? Do they expect to lose a customer? Is a major customer (e.g. MOT) losing market share so rapidly they anticipate more canceled orders?

I'm having difficulty working up enough confidence in company guidance to go long. Stock seems quite pricey for such slow and uncertain growth.
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