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Technology Stocks : Rockwell-Spins off Conexant (CNXT) -- Ignore unavailable to you. Want to Upgrade?

To: Bob D who wrote (334)	8/23/1999 12:00:00 PM
From: Carolyn	Read Replies (1) \| Respond to of 2013

Glad you caught that, Bob. in case anyone cares This is such a nice stock, it seems a shame that more enthusiastic posters don't contribute. (Of course, we know why.) Thank you for linking that article - it is a good one.

To: Bob D who wrote (334)	8/23/1999 1:08:00 PM
From: tom jones	Respond to of 2013

Bob and all: That article left out the personal computing business section. This section contains personal computer modems which makes up about 1/3 of the company. Modem sells may give Conexant a big plus in earnings this quarter and next. This quarter is the biggest for modems because of the increase in personal computer sells at year end. Dell and HP have recently said they don't see any decrease in sells because of Y2K and are expecting increases in the second half. There was some news about disk drives being in short supply too. Maybe this demand will keep modem prices up and there will be more orders late this quarter and next because computer makers were not sure of sells because of Y2K. The other sections are growing much faster then personal computing This will keep decreasing the percent modems make of the company which is what wall street wants to see. Comments? Tom

To: Bob D who wrote (334)	8/24/1999 4:04:00 AM
From: w molloy	Read Replies (1) \| Respond to of 2013

CNXT competitor RFMD in the news..... RF Micro Devices Technology Featured in NEC CDMA Mobile Phones Business Wire - August 23, 1999 10:17 GREENSBORO, N.C.--(BUSINESS WIRE)--Aug. 23, 1999--RF Micro Devices, Inc. (Nasdaq: RFMD), a leading provider of proprietary radio frequency integrated circuits (RFICs) for wireless communications applications, today announced that several key RFMD(TM) components have been designed into the new CDMA cellular phones manufactured by NEC America, Inc. (NEC). Created specifically for the North American wireless market, the compact and powerful Digital Talk Max 3100 and Digital Talk Max 3200 phones support IS-95 CDMA technology and feature enhanced SID management and over-the-air service programming/activation. "For the last few years, RFMD has been a major provider of RF technology to NEC. Our components are currently used in CDMA cellular handsets for North America," said Jerry Neal, RFMD(TM) vice president of sales and marketing. "In addition, we expect our technology and products will play an integral role in many of the advanced cellular and PCS handset models planned for production in 2000 and 2001. NEC is a growing leader in the digital handset market, allocating substantial resources to the research and development and manufacture of innovative handsets." NEC is one of the world's top five telecommunications technology suppliers. In the field of radio communications, NEC has supplied systems to more than 142 countries. As a leading provider of communications products and systems, NEC offers high performance, highly reliable infrastructure equipment and systems for public carriers, utility and independent telephone companies, business communications systems, Computer Telephony Integration (CTI), video conferencing and networking, and a complete line of cellular and paging products. RF Micro Devices, Inc., an ISO 9001-certified manufacturer, designs, develops, manufactures and markets proprietary RFICs for wireless communications applications such as cellular and PCS phones, cordless phones, wireless LANs, wireless local loop handsets, industrial radios, wireless security systems and remote meter readers. The Company offers a broad array of products - including amplifiers, mixers, modulators/demodulators, and single-chip receivers, transmitters and transceivers - that represent a substantial majority of the RFICs required in wireless subscriber equipment. The Company's strategy is to focus on wireless markets by offering a broad range of standard and custom-designed RFICs in order to position itself as a "one-stop" solution for its customers' RFIC needs. RF Micro Devices, Inc. is traded on the Nasdaq National Market under the symbol RFMD.