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

To: Stewart V. Nelson who wrote (354)	12/8/1997 6:05:00 PM
From: waitwatchwander	Respond to of 995

Stewart, DragonBoy, You can look at the rash of new semi technology announcements (copper, xerogel, etc.) in two lights. 1) These new technologies are going to take future business away from Triquint and other GA (ANAD,VTSS) chip manufactures. 2) The non GA manufacturers have found it necessary to bring out new technologies to compete. I am not a semi expert. However, I would think it is going to take a few quarters for number 1) to have an impact on Triquint's operations. Number 2) could be reflected in Triquint's upcoming quarters. This is especially true once they get their new fab plant humming along. Trevor