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Technology Stocks : RF Micro Devices (RFMD)

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To: opalapril who wrote (3931)1/17/2001 1:10:45 PM
From: Jack Hartmann  Read Replies (1) of 4849
 
Opal, I agree, I was looking over last quarter's conference calls of AHAA and one other (either ANAD or TQNT) CC notes by Tom Toxby. The one analyst asked about RFMD going fiber optics/broadband. They said they trying to get familar with it. Clearly the others were pursuing this as a hedge for cellular handset decline. I'll posted a comparision when earnings are announced.

RFMD Looks for earnings decline in March
ANAD Jan 29
TQNT Feb 5
AHAA Jan 17
CLTK Jan 9 Need to analyze this earnings report

Maybe when we lay out the five companies, we can get a feel who survived the handset decline better than the others.

Jack
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