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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Sig who wrote (11544)	10/21/2003 12:46:56 PM
From: D.B. Cooper	Read Replies (2) \| Respond to of 13815

TMWD seems to be doing quite well with their spam-filter. They have an alliance with JCOM. Wish me well with their earnings tonight if I hold. amgn tonight also rfmd. Going to be interesting. Good Luck

To: Sig who wrote (11544)	10/22/2003 10:21:43 AM
From: im a survivor	Respond to of 13815

RF Micro shares rise on Q2 earnings By Chris Bagley, CBS MarketWatch.com Last Update: 6:24 PM ET Oct. 21, 2003 SAN FRANCISCO (CBS.MW) -- Shares of RF Micro Devices rose in after-hours trading Tuesday as the wireless chipmaker said it beat analysts' sales and earnings expectations. The Greensboro, N.C.-based company (RFMD: news, chart, profile), which makes chips for cell phones, laptops and other wireless devices, said it earned $11.4 million in the second quarter of fiscal 2004, a 75 percent jump from the same period a year ago. That's 6 cents per share, compared to the average forecast of breakeven in a Thomson First Call survey of analysts. Sales jumped to $163.5 million, up 37 percent from $119.7 million the same quarter the year before. Nokia (NOK: news, chart, profile), whose handsets account for nearly half of RF Micro's revenue, said last week that it sold 23 percent more handsets in the quarter than it did a year ago. "We saw strength across all air standards and across all regions of the world," said Dean Priddy, RF Micro's CFO. Sales are likely to rise further, as key customers Nokia, Motorola and Samsung increase their purchases of RF Micro's power-amplifiers, said Michael Davies, an analyst at Caris & Co. "I certainly think demand is in place for these guys," Davies said. "We have a really strong pent-up demand for handsets." RF Micro said it expects third-quarter profits of 8 to 9 cents a share on revenue in "the low-$180 million range." Analysts surveyed before the announcement forecast profits of 2 cents a share on revenues of $157 million. Shares of RF Micro rose 3.6 percent to $11.83 after rising 2.6 percent to $11.42 in the regular trading session. Chris Bagley is a reporter for CBS.MarketWatch.com in San Francisco.

To: Sig who wrote (11544)	10/22/2003 10:22:19 AM
From: im a survivor	Respond to of 13815

Wireless Signals Strength for RF Micro By K.C. Swanson Staff Reporter 10/21/2003 05:22 PM EDT URL: thestreet.com Boosted by a surge in demand for its wireless silicon, chipmaker RF Micro Devices (RFMD:Nasdaq) blew past Wall Street estimates in its September quarter, posting double-digit gains in sales and profit. After hours, shares shot up 75 cents or 6.6% to $12.17. In regular trading the stock rose 29 cents or 2.6%, to $11.42. For the fiscal second quarter, sales of $163.5 million were up 36.5% from year-ago levels and well above the Thomson First Call consensus estimate for $146 million. The company said it saw record quarterly revenue, reflecting both strength in the market for cellular handsets and share gains by RFMD. Net income was $11.4 million, up from $6.5 million a year ago. On a per share basis, profit amounted to 6 cents, up from 4 cents in the same quarter last year. Analysts had been expecting break-even EPS. Earnings included a $2.6 million noncash charge, or a penny a share, for the repurchase of 3.75% convertible subordinated notes. Based on its backlog, RF Micro Devices expects a double-digit sequential increase to the low-$180 million range for the quarter ending in December. EPS should reach between 8 cents and 9 cents. Both predictions are well above analysts expectations for a 2-cent profit on $157 million in sales.