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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (104695)	5/24/2001 7:15:34 PM
From: stomper	Read Replies (2) \| Respond to of 436258

Hi Earlie. I would be interested on your take on this, TIA: RF Micro Devices (RFMD) 30.00 -1.75: When we last wrote on RFMD, we indicated "visibility was back" for this maker of wireless IC's. Now we have additional signals which suggest business is looking even stronger. RFMD is fully booked for the current quarter and last week the company said it was "filling up" for the September quarter. As a consequence, the company is in the process of hiring people to build out its second fab to meet expected demand in the second half of this year. CSFB is out with a note today suggesting RFMD continues to gain market share by reaquiring business it had previously lost to Hitachi. In addition, RFMD is a big supplier to wireless device maker Nokia (NOK) and recent reports suggest Nokia's business in Asia is very strong. Another recent overseas development is also worth a mention. On May 15, China Unicom (CHU) announced it will spend $1.46 billion to provide equipment for a massive mobile phone network based on the CDMA standard. The CHU network isn't expected to be operational until the end of this year but as a supplier of integrated circuits, it looks as if RFMD is already beginning to see an impact. To finish off the list, RFMD announced earlier this week that its RF3108 GSM power amplifier module had been selected by Agere Systems (AGRA) which was formerly the Microelectronics Group of Lucent Technologies. The power amplifier will be used in Agere's Class 8 General Packet Radio Service (GPRS)-capable handset technology platform. In the aggregate, these developments point to a positive trend for RFMD, and as a supplier to the major wireless device makers, these are trends worth watching. -- Michael Ashbaugh, Briefing.com -dave

To: Earlie who wrote (104695)	5/24/2001 7:16:52 PM
From: stomper	Respond to of 436258

Did you see INTC "reiteration", for the umpteenth time, of their CAPEX spending, lol. Unfortunately for the industry, over 70% of it has already been spent. -dave

To: Earlie who wrote (104695)	5/24/2001 7:28:22 PM
From: Giordano Bruno	Respond to of 436258

LOL, the casino will rally on any GDP revision. Jim

To: Earlie who wrote (104695)	5/24/2001 8:32:10 PM
From: robnhood	Read Replies (3) \| Respond to of 436258

I'm thinking--- If I had lot's of D Marks or whatever , that I would probably prefer the safety of a 100 year old currency to a new untried one--- later , maybe......wouldn't you? WORKIN FOR THE yankee DOLLER-----tHIS IS PROBABLY THE GREATEST Heist in history, but my hat is off....