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


To: Todd Rozelle who wrote (2311)3/1/2000 7:49:00 AM
From: lazarre  Respond to of 4849
 
Todd,

Good find; I particularly like the possibilities that this observation engenders:

<<NORBURY: Well, I think that`s one of the thing [09:18:50] that attracted Qualcomm to us. We opened a
fabrication facility for these products a year and a half ago. We`re still not at full capacity on that facility. And this
summer we broke [09:19:00] ground on a much larger facility that will come on later this year. So, we`re told from
our customers that we`re one of the very few suppliers of [09:19:10] these kind of component right now with
excess capacity at all.

CAFFERTY: With excess capacity, are you in the new market do some more deals perhaps?

NORBURY: You bet! >>

again, thanks for the post

L