Triquint Semiconductor (TQNT) Message Board

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Technology Stocks : Triquint Semiconductor (TQNT)

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To: DragonBoy who wrote (181)	7/17/1997 9:28:00 AM
From: Rex Dwyer	of 995

Tom and Drew, You guys are tough. All of the hands have been played now. You guys had the knowledge of the Ericsson deal. Yes, its great news for TQNT, PAs are the key to success in GaAs as I had said in an earlier post. An extra $1M to $2M per month is good for TQNT in mid '98. But, my hand was played as well. From the conference call: úBacklog dropped úBook to bill is below 1.0 úsequential growth will be in single digits for the next two quarters. úCEO admitted losing a big telecom order/customer, as you had referenced in your last post. Is VTSS coming on strong? Are the networkers chosing a different technology? úFab depreciation starts before the end of the year. úAnadigics competition for power amps. I am sorry Drew and Tom for posting some of the more somber notes. I realize now that when TQNT said they needed more financing, that meant some Investment banking revenues for Drew. Anyway, I actually do respect yours and Drew's opinions. Please do keep up the good work. Drew indeed does know what he is talking about. Did he know that backlog went away? We'll see what happens when it opens today. I'm still short. Good luck to all, Rex

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