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Technology Stocks : RF Micro Devices (RFMD) -- Ignore unavailable to you. Want to Upgrade?

To: david matherly who wrote (4178)12/22/2002 10:16:38 AM
From: Immi  Read Replies (1) | Respond to of 4849
 
these were all stated in the conference call during the
aquistion. the only new thing is NOK's update. However, this
is standard practice at NOK. The first quarter is always soft. Just hang on to RFMD through the war and next year.
wi-fi is growing and RFMD has nearly 30% of the wi-fi market for base stations... Regards, Immi
Plus: yesterday arbitragers got out of RFMD, and options expiry with a strike price of 7.50.



To: david matherly who wrote (4178)12/26/2002 1:21:57 PM
From: tuck  Read Replies (2) | Respond to of 4849
 
Contrasting view:

>>11:54AM RF Micro Device upgraded by RBC (00C0) 7.29 +0.25: RBC Capital Markets upgraded RFMD earlier this morning to TOP PICK from Sector Perform based on channel checks in Asia over the holidays; believes Dec qtr was extremely strong and Q1 will be strong as well - sees $12 mln in upside to consensus revenue estimates over next two quarters.<<

Cheers, Tuck


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