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

To: Perry who wrote (419)	2/18/1998 11:01:00 AM
From: Eric Cross	Read Replies (1) \| Respond to of 995

I think you may have a mistake in your numbers. I see the 1 year out consensus for TQNT at $2.05 according to zacks, giving them a forward looking P/E of 11.95, comparable with alpha. Eric

To: Perry who wrote (419)	2/21/1998 3:16:00 PM
From: satish kamat	Read Replies (1) \| Respond to of 995

Perry: My analysis seems to show following valuation (from overvalued to undervalued) VTSS RFMD ANAD TQNT RFMI AHA Currently doing a similar analysis on this group : TQNT, VTSS, ANAD, AHA and including RFMI, RFMD. will post the tables later. An interesting observation is that undervaluation is a function of institutional following: AHA TQNT VTSS 46 125 288 # of institutions 55% 65% 89% % holdings does this mean we should buy tqnt and aha so that we can sell them later to institutions?