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 : Wireless technology: Investors' perspective -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (7)	12/31/1999 4:18:00 PM
From: johnsto1	Respond to of 101

TLCM TLCM Prudential. Significant Exposure to the wireless revolution. Telcom's three pronged strategy revolves around what we believe is the hottest end-market, on of the most stable product areas, and the ever-important possession of the intellectual property (IP). Approximately 55% of Telcom's business is from the wireless end market. As of 3Q99, approximately 40% of Telcom's revenues were generated from Motorola (good news since Motorolla is experiencing incredible demand right now). The company estimates that Telcom products reside in around half of Motorola's wireless handsets.... We believe that the company is in the first stages of qualification at Ericsson, and that Telcom should be able to leverage its current relationship with Qualcomm to gain additional business. Over time, we believe that there is potential to establish a relationship with Nokia through its equity stake in Silicon Aquarius.

To: 2MAR$ who wrote (7)	12/31/1999 4:20:00 PM
From: johnsto1	Read Replies (1) \| Respond to of 101

TLCM...this post taken from R.B. sums it up By: qcash23k Reply To: None Monday, 20 Dec 1999 at 3:19 PM EST Post # of 70 TELCOM Semicon may have more good news on the way? With the two strong buy starts we have seen in the last few weeks.The company could have some more news lined up to release. biz.yahoo.com biz.yahoo.com I also believe the growth has yet to be priced into TLCM stock price.Take a look at the growth.http://biz.yahoo.com/z/a/t/tlcm.html With only 10.1 million shares in the float and 21.1 million in cash added to the growth and TLCM could be a take over target.http://biz.yahoo.com/p/t/tlcm.html TLCM's web site tecom-semi.com With the last two news releases TLCM has made it very clear that they are a player in the wireless market. biz.yahoo.com biz.yahoo.com Disclaimer:I own shares of TLCM long.Use caution when buying or selling any stocks bonds or options. Qcash Next Previous

To: 2MAR$ who wrote (7)	1/2/2000 4:22:00 AM
From: j.j. jingleheimerschmidt	Read Replies (1) \| Respond to of 101

RFMD and QCOM: these should be included in any wireless portfolio. RFMD: Mkt cap = 5.43 B Float = 50 m REVENUE Quarters 1997 1998 1999 2000 JUN 3,611 10,235 23,441 62,048 SEP 6,011 9,158 31,415 68,921 DEC 10,032 13,323 41,517 MAR 9,148 12,634 56,479 Totals 28,802 45,350 152,852 130,96 Technically, this stock is currently consolidating between 60 and 70. Shouldn't be long before it moves up. Disclaimer: No current position in either, but looking for good entry points.