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

To: Johnny Canuck who wrote (35954)	1/21/2002 12:51:29 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69321

<>General RFMD CC impressions Saw a drop in order in December, after strong September, Oct and Nov demand. Drop off indicate cautiousnes of manuafactures. Expect lower rev next Q due to seasonality. Drop off less than expected though. New design wins offsetting weakness in demand from some customers. TDMA sales still strong, despite well publicized demise. Getting more component wins in the handset besides power amplifiers. GM on other components not as high as P.A though. Wireless LAN, bluetooth products starting to see traction. Expect ramp later in year. Lower capacity utilization will effect GM negatively. Over all seems confident of business model. Did not see demand plummetting. Seemd optimistic and new design win and new products to drive the business.