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

To: DragonBoy who wrote (544)	1/5/1999 11:33:00 PM
From: Rex Dwyer	Respond to of 995

RFMD has added about $27Million per quarter in sales over the last few Quarters. And they are selling PAs to just Nokia. What about the other handset vendors? What about the other components in the phone? the receiver IC, the RF power switch? Granted, Nokia is the best customer so far with growing market share, but are the others dying? I think not. So DragonBoy, are our boys still shipping to Nokia? We still have at least another $27M per quarter in sales floating around out there in Nokia RFIC components. I haven't even talked about Ericsson yet. If TQNT's sales can add $20M per Q sometime this year, the margins will shoot through the roof and profits will climb. Still very long on TQNT. Still have the shares I bought at $11 xx. Rex $21 1/4