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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 687.86

-0.4%

Dec 29 4:00 PM EST

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To: Johnny Canuck who wrote (40460)	12/12/2003 10:58:01 PM
From: Johnny Canuck	Read Replies (1) of 69299

RFMD CC: 50 percent market share expect margin improve next Q. Now in 4 of the top 5 handset manufacturers. Expect rebound in LAN business next Q. Bluetooth product now shipping in production volumes. 50 percent of production in 6 inch wafers next Q Dec Q indicate rev growth and margin improve next Q Rev up 24.3 percent Q-Q, up 36.5 percent Y-Y HBT rev 93 percent of rev due to handsets GSM 59 percent, GSM 18.8 percent TDMA 15 percent Modules 76 percent of rev Expect inflection point in wireless LAN this Q GM 39 percent vers 31.4 per q-q GM up due to improved yields, increase volumes, ramp of 6 inch facilities Op Ex up 2 percent q-q 219 mil shares out bought back bounds in the Q Cash $311 mil up from $265 mil q-q Record cash flow in q AR 87.7 mil, DSO 44 days Cap Ex 7.5 mil in Q 18 mil in cpa ex for year Strong turns business in Q Guidance for next Q: Taking share and entering new buisness to grow rev and EPS Current Backlog in place for rev of $180 mil range, double digit rev growth Q-Q. assumes no turns business of Q GM should improve next Q EPS: 8 to 9 cents 220 mil shares out

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