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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (25687)	12/18/2000 11:03:33 AM
From: r.edwards	Respond to of 65232

EXTR, What the hell happened ?????????

To: Boplicity who wrote (25687)	12/18/2000 11:04:51 AM
From: CAtechTrader	Respond to of 65232

Agreed Greg..this QCOM news regarding SAWS certainly took us for a surprise. It definitely hurts SAWS in the long term. In the short term QCOM is only 1% of SAWS business and I am not sure even that will be lost for some time. As for the long term, it shall hurt... but in no way is it a knock-out punch as large SAW filters will be needed and used in many applications. Still, perception is everything in a shoot first and ask questions later market.