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

To: DukeCrow who wrote (15546)	10/1/2002 4:48:00 PM
From: Mark Adams	Respond to of 78656

re the 'Other Current Assets'; I'd suggest an email to the IR contact. There isn't enough info in the 10k/Q's or conf calls for me to sort it out.

To: DukeCrow who wrote (15546)	10/28/2002 9:48:16 AM
From: Mark Adams	Respond to of 78656

Apparently the increase in Other Assets was associated with a euro hedge closed 7/1 to lock in the purchase price of Infineon, with an offsetting increase in Accounts Payable. This was revealed indirectly on the conf call question/answer period re the decrease in AP. I closed my initial purchase of TQNT this am. Pending how the company fleshes out, once the announced acquisition of Agere assets integration is completed. Company mgmt did mention a general strategy towards niche markets rather than competing head on with CMOS advances. I like that, I'm just less sure about the prospects in light of this most recent development. Risk level went up a notch...