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Technology Stocks : RF Micro Devices (RFMD)

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To: tuck who wrote (4135)	8/22/2002 1:29:23 PM
From: Johnny Canuck	Read Replies (1) of 4849

13:21 ET RFMD RF Micro Device denies losing business (8.42 -0.28) -- Update -- Reuters is reporting that RFMD denied it is losing business to one or more competitors or seeing further order delays from its largest customer, Nokia. **************************** Even if the lose of business were true, I am not sure it would have been that material despite the large percent of business NOK represents. The suggestion during the pre-announcement earnings warning conference call is that they would be ramping for a series of brand new handsets during this Q. That is where the stronger margins would be for RFMD and the handset manufacturers. The specualtion was that it is was NOK. As most companies are manufacturing for the X-mas season now, it would be a little late in the game to be changing suppliers.

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