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Technology Stocks : Triquint Semiconductor (TQNT)
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To: DragonBoy who wrote (202)8/7/1997 5:14:00 PM
From: Tom Lynch   of 995
 
TQNT net q3 35 q4 35 q1 36 fully taxed q2 47 This is the model TQNT is comfortable with in this business they are single source suppliers you can't go to anad for most of their rf or pa products. Sharpes performance in the call was very poor and you had to take profits but with PCS which is happening and will grow exponentially the cost saving are far to great.This one may trade sideways for a while but with PCS and CDMA data plus Iridium Teledisic and all the other sat. handsets needed demand will be great Slueth Anad fab is over a year off and forget about Germanium it's been around longer than GA and I have never seen it brought to market anything would be atleast 2 years off.
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