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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (1032)	5/12/2000 12:41:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 2850

John: Not to confuse the issue but from Jan to now I don't have much time to do research so my help is very little during this period. However I do remember (memory is fuzy @ best) about 6 months ago the RFMD CEO stating he expected the revenue to start kicking in in the second half of this year. This was before the QCOM win (which they had in the past). I believe this was on an earnings cc. I remember GALT made the same statement. RFMD is right around where it was (well 10pts higher now) when the QCOM deal was announced (maybe 2 months ago?). The QCOM announcemnet drove it from 92 ish to 150ish. I started nibbling @ ATHM today just on a whim if Gilder mentions it this afternoon (it is on his list of stocks). Tim