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 : Triquint Semiconductor (TQNT) -- Ignore unavailable to you. Want to Upgrade?

To: Bob Thompson who wrote (335)	11/26/1997 6:28:00 PM
From: Eric	Read Replies (3) \| Respond to of 995

Bob My best friend worked for TQNT in its early years and the company he works for now buys chips from them. He is bullish and has been accumulating shares. I also have a friend thats a broker at the Everett, Wa Piper Jaffray office and he also likes the company. I bought a few thousand shs yesterday after following the company for about 5 years. TQNT looks good here at these prices. Time will tell! Eric

To: Bob Thompson who wrote (335)	11/29/1997 2:12:00 AM
From: Rex Dwyer	Read Replies (1) \| Respond to of 995

Bob, Thanks a Billion for the post. I like this part: "TQNT will be making six power amps for Ericsson next year, two of which will be GSM, but for new, not existing, products." Maybe these parts I am seeing were designed for Ericsson, and for that matter, maybe designed by Ericsson. If TQNT can really get a huge design-in like mentioned above, the revenue goes up significantly. I believe the ASPs are in the $3 to $5 range. Dual mode phones use two PAs per phone. There were above 51M phones sold in 1996 and more in 1997. A good design win would be in the 2M to 6M units per year range, adding $6M to $30M to the top line for each win. Food for thought, Rex