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Technology Stocks : Rockwell-Spins off Conexant (CNXT) -- Ignore unavailable to you. Want to Upgrade?


To: Lucky888 who wrote (730)3/1/2000 8:52:00 PM
From: The Phoenix  Respond to of 2013
 
No - not at all. But I can't tell you why. sorry.



To: Lucky888 who wrote (730)3/1/2000 8:53:00 PM
From: Spiderman  Respond to of 2013
 
This is a quality company. There is only one way this stock can go long term and that is UP. CNXT went up too fast too quickly in the last few weeks. It will take a breather and then resume.



To: Lucky888 who wrote (730)3/1/2000 8:57:00 PM
From: Ibexx  Read Replies (3) | Respond to of 2013
 
Re. losing QCOM to RFMD

It's foolish to think that this is a zero-sum game.

In the foreseeable future, the market for their products is going to be so huge that only capacity constraints will be a serious concern.

Ibexx
(long RFMD & CNXT)



To: Lucky888 who wrote (730)3/1/2000 9:15:00 PM
From: Exciton  Read Replies (1) | Respond to of 2013
 
It's not great that CNXT lost the power amp orders to RFMD, but quite frankly, I'm more interested in CNXTs digital GaAs and SiGe ICs for optical communications. Why? Because 2.5-10 Gbit/sec modulators, clock recovery ICs etc, sell for $200-$800 per chip and power amps sell for a buck or two. To me the pricing power and profit margins over the long term are not in power amps.