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To: drsvelte who wrote (10254)10/11/1999 12:34:00 PM
From: drsvelte  Read Replies (1) | Respond to of 14427
 
I received the call OK, but I missed most of the discussion on RFMD. All three AMCC, CNXT, RFMD rated strong buys. I didn't hear anything on HIFN. Target prices on all to be raised after earnings are announced.

CNXT...most diversified, Rodney Dangerfield of group as they get no "respect" for their analog modem biz, strong stock appreciation going forward.

AMCC...in transition from legacy products for PC and military applications to communications, communications % of revenues increasing,