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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: StockHawk who wrote (9471)	11/3/1999 4:00:00 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

From an article on RFMD (10/20/99) - a supplier to QCOM. Probably in the shiney pebble category, but looks interesting. Just starting some DD. Anyone familiar with this company? individualinvestor.com Excerpts: For RF Micro's fiscal second quarter, ended Sept. 30, revenue of $68.9 million was up 119% from the prior year and 11% higher sequentially. Earnings came in at $12.5 million, or $0.15 per share, compared to $2.4 million, or $0.03 per share in the year ago period The ability to manufacture a sufficient quantity of products is extremely important for handset manufacturers, as there have been warnings of component shortages of late. This is where RF Micro has an advantage over its competitors, especially in the area of HBT technology, which is extremely important for CDMA applications, which is the air interface standard that will drive third generation (3G) wireless capabilities. On the CDMA front, RF Micro is making good progress. CDMA sales accounted for about 25% of second quarter revenue... RF Micro also said it will again supply Qualcomm (NASDAQ: QCOM) with components for CDMA applications, a customer it has not worked with for several years. This again validates RF Micro's position as a reliable component supplier, as Qualcomm preciously dropped it as a [supplier] due to insufficient capacity. StockHawk