Triquint Semiconductor (TQNT) Message Board

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Technology Stocks : Triquint Semiconductor (TQNT)

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To: Richard H. who wrote (290)	10/2/1997 11:38:00 PM
From: Rex Dwyer	of 995

Richard, Yes, I think that TQNT is worth at least 1/2 of what VTSS is worth per share. Are we there yet? I think we almost are. My opinion is that TQNT is dead money right now. It will be volitile, but I don't think we'll see $44 until they have real orders. Again, I think TQNT is a buy in March of 98. Why own TQNT when you can own SNDK? In the 2Q conference call, Sharp said that 3Q97 and 4Q97 would show "single digit sequential growth." That tanked the stock in July from $44 to $33. I guess the single digit growth number is now -6%. He said yesterday in the Conf call that he expects about 6% less in revenues for 3Q97. We'll know in two weeks! Rex

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