Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (9740)	4/18/2001 8:47:22 AM
From: orkrious	Read Replies (1) \| Respond to of 10921

Here's an interesting take on RFMD from Tero Kuittnen at TheStreet.com thestreet.com subscribers only must scroll to at least page two RFMD conference call yesterday was quite positive. However – as far as I know, the company’s revenue increase guidance for the next quarter is based on winning new Nokia orders. Last year, the company apparently lost early 8200 series component business to Hitachi after dominating the North American 6100 series orders from Nokia. Now RFMD has landed new orders from Nokia and reversed component order losses to Asian rivals. This is a good development for the firm – and landing new Siemens orders is certainly a big plus considering the Siemens break-through orders from AT&T and Cingular. However – these are market share shifts within the phone component business. I don’t think these RFMD victories tell much about the overall industry trend.