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Technology Stocks : Nokia Corp. (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (4715)	3/28/2007 5:52:53 PM
From: Eric L	Read Replies (1) \| Respond to of 9255

RF Micro Devices << After all, how much could Motorola slow down from the first quarter? >> From what I heard on the CC, a bunch. They are going to take a big hit this quarter and they are going to be even more vulnerable in Q2 because they don't have a cost structure that allows them to continue to compete on price. This, unlike Nokia in Q2 2004 after the Q1 hit, who was able to stabilize share by cutting cost on selected models. With negative margins there is nothing left to cut. - Eric -

To: slacker711 who wrote (4715)	3/28/2007 9:16:50 PM
From: slacker711	Read Replies (2) \| Respond to of 9255

we currently anticipate a slowdown in demand from a top tier customer that will impact our operating results. While we are seeing increasing strength with other customers, our customer forecasts in the aggregate currently indicate a sequential decrease in the June quarter, compared to the March quarter, in revenue, margins and earnings per share. Hmmm, I think Eric may have been right. The fact that Motorola made up 30% of RFMD's revenue and that RFMD explictly says that they were seeing increasing strength from other customers (which obviously cant apply to Motorola) would seem to point the finger away from Nokia. Slacker@alwaysjumpingtoconclusions.com