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Technology Stocks : Triquint Semiconductor (TQNT)
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To: DragonBoy who wrote (204)8/12/1997 7:39:00 PM
From: Clam Clam   of 995
 
DragonBoy, couldn't it be that your coffee boys aren't that busy because TQNT has excess inventory already and needs to sell it before investors get concerned that they have too many chips sitting in wherehouses?

Triquint is a margin expansion story anyway not a revenue growth breakout kind of company. Just 5-10% revenue growth will be fine for TQNT stock, IMO. Why short it when comparable companies like ANAD and RFMD trade at much higher valuations and both have significant risk on a quarter to quarter basis.
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