RF Monolithics (RFMI) Message Board

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Technology Stocks : RF Monolithics (RFMI)

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To: Ed S who wrote (260)	11/5/1997 10:39:00 PM
From: wang	Read Replies (1) of 369

Sorry for the late response. I was trying to collect all the information on RFMI and right now, I have no idea how much RFMI is going to earn next few quarters. We already know the Q1 from company's release, but what will happen to the Q2 and after? The 1st Q was 80% booked when RFMI released 4Q earning, but 2nd Q was only 20% booked. The situation of low power component for Auto is very bad for RFMI right now. The turn orders(about 30% revenue for the last few Qs) are about ZERO. So even there will be no further orders for Q1, RFMI will still doing OK, but Q2 will hard to imagine. The current estimate for Q2 is based on the returning to normal business. I read today's New York time, there is one article regarding Auto industry. If what it stated is true, then RFMI could have a long way to go (down) before heading north. wang

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