re TQNT; I like the mgmt, like the financials.
Sept Update Call- transcript
triquint.com
End of Quarter transcript
triquint.com
Faqs;
Percentage of revenue for 2001 by business unit
Wireless Communications - 22%
Millimeter Wave - 30%
Telecommunications 8%
Foundry - 12%
Sawtek - 28%
Percentage of revenue for 2001 by end market
Wireless Phones - 35%
Base Stations - 10%
Optical Networks - 18%
Broadband - 37%
TriQuint's primary competitors (see 10K for more exhaustive list)
Vitesse, RF Micro Devices, Conexant, Anadigics
triquint.com
10Q notes;
We sell our products worldwide to end-user customers, including Agere Systems Inc., The Boeing Company, Ericsson Inc., Kyocera, LG Group, Motorola, Inc., Nokia Corporation, Northrop Grumman Corporation, Nortel Networks Corporation, Raytheon Company and Samsung Microelectronics
The financials are easy to read in the 10Q- harder to relate back to what Yahoo reports.
FWIW. |
