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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 670.92

+0.1%

Nov 7 4:00 PM EST

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To: Bill Cotter who wrote (36646)	4/3/2002 11:25:36 AM
From: Johnny Canuck	Read Replies (1) of 67759

09:16 ET RFMD RF Micro Device: positive comments from Soundview (17.50) We are hearing from sources that Soundview is positive on RFMD; checks indicate increasing GaAs wafer orders and rising module assembly throughput in Taiwan, and firm believes co is gaining significant mkt share in handsets and should benefit from WLAN, PDAs, and Bluetooth; believes design wins and pipeline are better than ever in RFMD's history, and firm would buy stock at current level. 08:32 ET QCOM Qualcomm to benefit from S. Korea strength: Bear (37.27) Bear Stearns' Ripple Effect says that South Korea Telecom net subscriber additions were 630K in March and 1.3 mln for Q1, vs 803K in Q4; Bear says this is the third best quarter since Jan 2000; notes that while South Korea is only 25% of QCOM revenues, the strength will help offset weakness in US subscriber growth, and get QCOM to Bear's Mar qtr EPS estimate of $0.21 (consensus $0.20).

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