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Technology Stocks : Triquint Semiconductor (TQNT)
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To: Rex Dwyer who wrote (183)7/17/1997 12:09:00 PM
From: Tom Lynch   of 995
 
When Sharp said single digit sequential q3 growth I got worried.But when you look at it the telecom order was a push out that could be filled this quarter they have the capacity, they took extra orders early in the quarter the book to bill is .95 with alot of time left they are confident with 30 for q3 and 36 for q4.My opinion is that they are trying to lower estimates in hopes of beating them if and when they decide to do equity a very common practice we have all seen.there pa to receiver mix is the same as last quarter they have a record number of design wins.
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