Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Cooters who wrote (127821)	4/8/2003 2:35:40 PM
From: waitwatchwander	Respond to of 152472

Celeritek Announces Availability of 3mm x 3mm x 1mm CDMA Power Amplifier Modules Using Passive-Free Technology (PFT)(TM); New Family of 3mm x 3mm x 1mm CDMA PA Modules Offers Increased Integration and Lower Cost wn.com Doesn't this product compete with RF Micro's cdma PA's? Does Celeritek have enough production capacity and marketing capability to impact market share? Coincidence or just good planning to have this press release appear on the same day RFMD's announcement?

To: Cooters who wrote (127821)	4/8/2003 8:24:59 PM
From: slacker711	Respond to of 152472

As RF Micro's largest CDMA customer -- accounting for some 80% of the company's CDMA sales -- Motorola struck many industry observers as the likely source for most of the CDMA weakness. Is this accurate? That doesnt really sound right to me...RFMD has commented in the past about strength coming from Korea. I guess it is possible that all of that revenue was coming from GSM handsets that Korean handset manufacturers were exporting...but that is definitely not how I understood it. Here are some pretty in-depth notes from RFMD's last CC. Message 18477551 Slacker