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Technology Stocks : Triquint Semiconductor (TQNT)
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To: Donald Kirchner who wrote (155)7/22/1997 1:15:00 PM
From: VoodooFL   of 995
 
Do you still feel that ANAD is most exposed to competition. From what I read about the conference call about TQNT earnings, they named increased competition from ANAD as a potential problem. From what I gather from the cellular market there should be enough room for competition and continued growth (at current rates) from ANAD and TQNT. Will SiGe cut into their markets significantly? What would the executives from these companies tell us? Surely they are aware of alternative technology threats. The largest task they face is having GaAs spec'ed instead of discrete circuitry that is commonly used (apparently their success means that GaAs may become more common than discrete circuitry). ANAD will double capacity in 98, simply put this should let them hit near $200 million in sales in calender year 98. Margins continue to increase and with increased volumes should maintain that trend. Which GaAs is your favorite?
Bob
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