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

To: The Ox who wrote (517)10/15/1998 1:43:00 AM
From: Rex Dwyer  Respond to of 995
 
Gross margins had to come down because of the increase in high volume orders. E.K. Ranjit told us today that they are getting 40% gross margins on high volume PA parts and that they should see a 1% increase in gross margins per Q going forward.

Overall, it was TQNT's best conference call to date.

Rex
$15



To: The Ox who wrote (517)10/16/1998 9:40:00 PM
From: Albert Mou  Respond to of 995
 
> I am concerned about the rising cost of goods.

Mind to elaborate? this quarter COG 61.6% of revenue vs. 66.7% of revenue if measured in 9 months. Although 61.6% shows a bump from last year same quarter's 58.2%, but it did present a sequential improvement from recent quarters. I am new in TQNT. Anyone can advise me who is the competitors?


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