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

To: sleuth who wrote (361)	12/13/1997 8:57:00 PM
From: VoodooFL	Respond to of 995

I don't know if your math is correct, but to me this stock is cheap at these levels (I would be surprised if they are at 40-50 PE at current earnings and price). I almost sure that the GaAs in the Q-phone is in fact supplied by Anadigics. ANAD had a lock on most of the Nokia and Erricson PCS phones. People in Asia will still buy phones. At the very least they will switch from cellular to PCS. PCS is going to be huge. AT&T has just sold off there pager business because PCS may make that obsolete. I have made my bet on TQNT for now. ANAD won't have their new capacity until late 98. I just don't believe they can get much more out the door. Besides managements screw-up with the announcement two-weeks before earnings. They alone have the capacity for these new Erricson design wins. Does anyone know what model phone they will be in? A design isn't worth much until it release in an actualy product. Bob