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

To: Cisco who wrote (4207)	1/8/2003 11:56:07 AM
From: tuck	Read Replies (1) \| Respond to of 4849

My concern here is channel stuffing by customers. Companies up the supply chain from the end user are not going to see the effects right away. If we see bad numbers from wireless sellers, and finished goods inventories rising at NOK and others, that would not be a good sign. I wonder how well these photo phones will sell. Do any of you feel the need for one of these? OTOH, my phone is about two years old. Batteries are $50. When the battery on this one craps out, I might as well upgrade. So even "late acceptors" like me will contribute to some kind of upgrade cycle. Anyhow, I rehedged on this run, and am now 100% hedged again. The significant news will be from customers; RFMD has said just about everything it can, and it's priced in, except for guidance beyond the Q103. Cheers, Tuck