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Technology Stocks : RF Monolithics (RFMI) -- Ignore unavailable to you. Want to Upgrade?

To: Ed S who wrote (260)	11/1/1997 6:09:00 PM
From: PJM001	Read Replies (1) \| Respond to of 369

Ed, what concerns me the most is: <<Densmore further stated, ''We have experienced lower than anticipated orders from existing customers as well as a slower than anticipated rate of orders from new customers, in particular Virtual Wire customers, due to delays experienced by certain customers in their own product designs.'>> Besides, the Dow Jones article from earlier in the afternoon (10/31) mentioned pricing pressure from other competitors and problems with the HX/RX transmitter/receivers. I've used those chips and they work very well on a quiet environment, but their selectivity when you have noise sources nearby (i.e, computers, monitors, etc.) is quite poor. I wonder if that's the reason some companies are refraining from buying the product at this time. The product line is good and has a very good potential. The use of built-in SAW filters makes their transmitters and receivers very affordable. However, unless the selectivity can be improved so they can operate under most normal conditions, it will be hard so increase sales to OEMs. IMO, the stock will rebound as the company enhances its product line. For the time being, this quarter won't be as good as expected but I'm confident things will get better. Regards, Pedro

To: Ed S who wrote (260)	11/5/1997 10:39:00 PM
From: wang	Read Replies (1) \| Respond to of 369

Sorry for the late response. I was trying to collect all the information on RFMI and right now, I have no idea how much RFMI is going to earn next few quarters. We already know the Q1 from company's release, but what will happen to the Q2 and after? The 1st Q was 80% booked when RFMI released 4Q earning, but 2nd Q was only 20% booked. The situation of low power component for Auto is very bad for RFMI right now. The turn orders(about 30% revenue for the last few Qs) are about ZERO. So even there will be no further orders for Q1, RFMI will still doing OK, but Q2 will hard to imagine. The current estimate for Q2 is based on the returning to normal business. I read today's New York time, there is one article regarding Auto industry. If what it stated is true, then RFMI could have a long way to go (down) before heading north. wang