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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (46118)	1/10/2002 9:49:34 AM
From: stockman_scott	Respond to of 65232

08:59 ET RF Micro Device (RFMD) 17.02: Hearing from sources that SoundView reiterates its STRONG BUY; says worries about an inventory overhang are overblown and checks of module subcontractors and GAAS wafer suppliers do not find any major changes. SoundView also defends broader wireless equipment group after recent declines, says checks with Cingular, Verizon, and AT&T Wireless reveal handset inventories at seasonally normalized levels; prefers NOK and ERICY to names with heavy CDMA exposure such as QCOM and MOT.