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Technology Stocks : RF Micro Devices (RFMD) -- Ignore unavailable to you. Want to Upgrade?

To: robert duke who wrote (1863)	12/31/1999 11:54:00 PM
From: Roadkill	Read Replies (1) \| Respond to of 4849

>>The question is how big is the demand? << There was an interview with the CEO a few weeks or maybe a month ago in which he said that the business should see a substantial uptick in summer 2000 because Motorola is designing some new phones around some RFMD components, and those phones are scheduled to begin volume production in mid-2000. This should help ease concerns about RFMD's reliance on NOK for ~50% of revenues (although if you have to rely on someone, NOK is about as good as it gets). Perhaps you're right, and the new capacity is already spoken for.

To: robert duke who wrote (1863)	1/1/2000 1:41:00 AM
From: nealm	Read Replies (1) \| Respond to of 4849

RFMD 2000! Yeah!! I guess SI is Y2K compliant. Happy New Year Robert, and good luck to you and all RFMD shareholders. The coming year should be an exciting and profitable one. Neal