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.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (34258)	9/18/2001 5:41:34 PM
From: j g cordes	Read Replies (3) \| Respond to of 68072

TQNT from someone listening to call on RB: " I am listening the broadcast. TQNT's money is safe. 10% of TQNT's business is military. Wireless business is continue to pick up Over all order rate has increased, B/B close to one Over all order rate is still below a year ago level. RF filter is picking up. SAWS integration is according to schedule. Optical business is below last quarter. Next quarter earning is increased from 3 cents to 4 cents. Write down one million dollars due to lower valuation. Revenue is on track to be 80 million as previously stated. Increase Q4 revenue to be the same as Q3. Gross margin is better from 35% to 38%. That is why earning per share will be increased. Improvement for SAWS is from RF side. Ericy is back beginning to buy but not like a year ago. Korea is ordering CDMA receiver product on ten new phone models. Got more GA chips order. TQNT is picking up market share. TQNT's military order has doubled from 4% to 8% this year. Dollar volume rising. Wireless section is close to 1 to 1 book to bill ratio. Still have a couple weeks for booking. One of old customers have bigger committment. Have several design wins on duplexes. TQNT see customers are excited about duplexes. SiG is more viable technology this year. Most of the wins are 1x CDMA design. GPRS phones area lost some market shares due to transation period. Shipping is back into normal. Cusomers have told Ray that the wireless market is more optimistic while optic market is more pessimistic. The WTC impact is not thru the channel. Currently there is no impact. On plan with volume but more efficient. TQNT is mostly in the low end phones. GPRS phones are not in the volume side. Just have two Korean firms and one other major firm as CDMA design customers. Optical components can't be seperate long hual from Metro. Optical component side still not stable, unlike some other component makers experienced. Both customers will have their porducts sold to other Korea phone makers. Cusomers are increasing 4th quarter orders, also early next year looks good. B/B ratio for 4th Qt is still too early to predict. Margin on Defense side is much higher, and profitable. I think this much info is good enough. I am out to lunch now. Good lucky. " sounds good except for optical..