Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : RF Monolithics (RFMI) -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (348)	6/14/1999 5:44:00 PM
From: Rex Dwyer	Respond to of 369

Looks like they are smart in avoiding the highly competitive areas while developing their niche markets. They're still small. Run Flat tire begins pre-production in August. Looks like some activity on a cellular handset win. But you heard the call... Rex $9

To: Sir Auric Goldfinger who wrote (348)	6/14/1999 5:48:00 PM
From: Rex Dwyer	Respond to of 369

Also... 802.11 activity and Bluetooth. RFMI is certainly a good Bluetooth play. Should result in something out in 2000. Bluetooth will be huge, no doubt. We shall keep an eye on that going forward. Lets look for some reference designs using RFMI parts. That can tell you a good 6 months in advance of production orders. Anyhow, the investment looks sound-as-a-pound as we wait for a pop. This is dirt cheap here at $9. Rex $9

To: Sir Auric Goldfinger who wrote (348)	6/14/1999 5:52:00 PM
From: Rex Dwyer	Respond to of 369

Oh... two more things: 802.11 and $13.6M in bookings in 3Q99. Remember that PROX, my other big winner long position is an 802.11 supplier(Wireless LAN, Wireless Internet in the home). So, whoever is looking at competing with PROX, or PROX themselves, are looking to RFMI for filters. Remember, the 802.11 standard is now an Internet cable modem angle. Rex $9