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To: Ibexx who wrote (101803)7/18/2001 9:16:31 AM
From: limtex  Read Replies (1) | Respond to of 152472
 
Ibexx- What if we get miserabel qtr just finished but good news looking forward and forward is maybe Q4 and maybe beyond. We get whacked right? Big yes but how much? Is it more or less than 50%?

Best regards,

L



To: Ibexx who wrote (101803)7/18/2001 9:48:46 PM
From: cfoe  Read Replies (3) | Respond to of 152472
 
What I cannot understand is how a company like RFMD can still be talking up GPRS when all we read about from the manufacturers (NOK specifically) is delays in getting the phones out. What is the truth here?

On this point but slightly OT. One of the reasons I bailed out of my ATML position a couple of months ago was their continued talking up of coming GPRS business when (by reading the QCOM threads) I had good reason to believe GPRS would at best be delayed. Recent events have shown that this was the right move on ATML.