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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: TimbaBear who wrote (15536)	9/30/2002 2:34:04 PM
From: Mark Adams	Respond to of 78659

re TQNT; Several years ago, I thought of the company as a play on specialized semiconductors, GAs, which were better suited for high frequency stuff than plain ol Si. I haven't followed closely since probably 99, as I thought of the entire Semi and Tech as over valued. I'm nibbling now in the Semi space, so I have some catching up to do on technology evolution, new materials and what not. I believe TQNT merged with Sawtech, which mfgd specialized band filters used in cellphones. This apparently finalized May of this year. So I'm not sure how diverse their revenue sources are by market segment- or more plainly, how exposed they are to cellphones vs other wireless apps. That is something I'd like to know more about. I need to read the 10Q/K. I'll probably have a better feel for the company then. So I guess I can't say much yet about the outlook going forward, though I'm hoping in general we have a brighter future than currently appears to be in vogue.

To: TimbaBear who wrote (15536)	10/1/2002 12:57:31 AM
From: Mark Adams	Read Replies (1) \| Respond to of 78659

re TQNT; I like the mgmt, like the financials. Sept Update Call- transcript triquint.com End of Quarter transcript triquint.com Faqs; Percentage of revenue for 2001 by business unit Wireless Communications - 22% Millimeter Wave - 30% Telecommunications 8% Foundry - 12% Sawtek - 28% Percentage of revenue for 2001 by end market Wireless Phones - 35% Base Stations - 10% Optical Networks - 18% Broadband - 37% TriQuint's primary competitors (see 10K for more exhaustive list) Vitesse, RF Micro Devices, Conexant, Anadigics triquint.com 10Q notes; We sell our products worldwide to end-user customers, including Agere Systems Inc., The Boeing Company, Ericsson Inc., Kyocera, LG Group, Motorola, Inc., Nokia Corporation, Northrop Grumman Corporation, Nortel Networks Corporation, Raytheon Company and Samsung Microelectronics The financials are easy to read in the 10Q- harder to relate back to what Yahoo reports. FWIW.