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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Dave Gore who wrote (34747)2/28/2002 12:23:48 PM
From: Johnny Canuck  Read Replies (2) of 99280
 
>>RFMD WATCH - looks promising and doing well on Telecom >>bill which should accelerate DSL and cable modem >>development. That is a definite stock to watch.
>>CNXT and GSPN are lagging but should do will once the Naz >>gets confidence

Be careful, RFMD makes amplifiers for wireless handsets and some wireless LAN products. It has no exposure to DSL or cable modems. It is impacted more by what QCOM and NOK have to say, the build out in China, 3G deployment in Japan, and demand in Korea.
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