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

To: DragonBoy who wrote (547)1/29/1999 8:54:00 AM
From: dBd  Read Replies (1) | Respond to of 995
 
IMHO - TQNT doesn't have HBT technology. RFMD is based on this transistor (see notes about their fab) and Nokia prefers this for their handset PA part. You probably know that the PA is the highest priced/potential margin RF part in the handset. Until TQNT develops the ability to supply HBT PAs they will be an also ran in the handset business/wireless RF parts.



To: DragonBoy who wrote (547)2/2/1999 1:11:00 PM
From: DragonBoy  Read Replies (1) | Respond to of 995
 
Wow!!!, they are listening to me. They announced Nokia deal at last, I've been waiting for this dog for a long time.
biz.yahoo.com
The timing could not be better, they announce on the down day(ggg).


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