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


To: j g cordes who wrote (34259)9/18/2001 8:31:53 PM
From: Johnny Canuck  Read Replies (2) | Respond to of 68077
 
>>Most of the wins are 1x CDMA design.

This is not necessarily a good sign. The push of NOK is for the 3G phones. They need those kind of sales to improve gross margin. The low end 1X phones are pretty much a commodity. It probably means TQNT is either taking market share or some manufacturer are getting out of that segment. This must be effecting their gross margins.



To: j g cordes who wrote (34259)9/18/2001 8:44:41 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 68077
 
Jim,

This is the link to the actual TQNT transcript for the call and the audio replay.

triquint.com

Good luck this week, I am sitting this one out. I don't need the stress while on vacation. I am still taking a pounding on my long term investment account, but at least I don't have to worry about day trading on top of that.



To: j g cordes who wrote (34259)9/18/2001 11:00:10 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 68077
 
I got this as part of an EMAIL:

There is a story of St. Francis of Assisi who was asked as he worked in his garden, what he would do if told the world would end at noon. His reply was " I would finish hoeing this row." We all have to go on a "finish our rows" whatever they are.