RF Monolithics (RFMI) Message Board

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Technology Stocks : RF Monolithics (RFMI)

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To: Ed S who wrote (317)	4/4/1998 7:39:00 AM
From: wang	Read Replies (1) of 369

He never changed his rating. It is always a buy. He has lowered his EPS estimate for the next Q by 1 cent from 0.23 to 0.22 to reflect the soft booking RFMI had at the beginning of this Q (book/bill less than 1). RFMI is at a critical junction right now. Low power components (80% of the revenue) is heading down or flat (due to low sale price). The promising Virtual wire just keep delay. RFMI started to sell Virtual wire kit two years ago. There are thousands kits being purchased and yet final products from OEMs are projected to be 6-9 month away. What surprised me is that only entrepreneur (Sam's word during conference call) companies are incorporating virtual wire into their products. Looking RFMI flat for the next 3-6 month. Wang

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