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: Doug who wrote (474)	7/31/1998 10:13:00 PM
From: Rex Dwyer	Respond to of 995

TQNT's wireless customers... RFMD is shipping a massive amount of PAs to Nokia. However, Nokia has had supply problems in the past. I would doubt that Nokia would not have alternate designs using another vendor's parts. Any verification on the TQNT shipping to Nokia?? If so, it would be a logical choice to use TQNT since they have better capacity than some of their competitors. Speculation on possible customers: Ericsson has been announced by the company. Nokia: Message 4926083 messages.yahoo.com@m2.yahoo.com Philips/Lucent messages.yahoo.com@m2.yahoo.com Rex $19 1/8

To: Doug who wrote (474)	8/1/1998 1:08:00 PM
From: MIchael Sharkey	Read Replies (1) \| Respond to of 995

By now we all know that Triquint sells to all the major handset manufactuers ,but it is Triquints policy to not be too specific as to witch manufactures are using TQNTS chips. All of you longtime followers of Triquint, have seen Nokia listed as one of its customers (as far as size goes we do not know). I heard from people in the industry that TQNT chips are incorporated in some of the 6100 models. The importance of the Nokia article is just another reason to have confidence in the huge growth potential in Triquints immediate future. Read into the latest statements from Erricson they talk about their next generation digital handsets. We have the design wins & the most efficient fab. My conclusion is that Triquint will get a huge share of this chip demand. Also in the article in Bus.Week it said that in Motorola's attempt to get back into the advance handsets market they will have to outsource some of their chip production. We all know that most investors only see potential after stocks have already gone up.(as is evident by the interest on this board and by the volume in the stock). I am more optimistic now that this is the real start of consistent growth Hopefully this board will become more active and we can keep informed as to how this growth is shaping up. Good Luck