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Technology Stocks : RF Monolithics (RFMI)

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To: Mohan Marette who wrote (300)3/16/1998 2:56:00 PM
From: Ed S  Read Replies (4) of 369
 
Regarding your March 15 questions:

1. I like RFMI as a long term investment as I think that the world is going their way with the emphasis on mobility and safety. Although I do not no what will happen to the stock on a short term basis, I bought some more shares recently (I think the current share price is inexpensive).

2. I do not know whether they will beat the street estimate. My understanding is that this quarter has not been traditionally strong.

3. I think that about 1/2 of RFMI revenue is international. I do not know what percentage is from southeast Asia.

Hope this helps you. Good luck.

Ed
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