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

To: Tony Dang who wrote (549)	2/2/1999 8:48:00 AM
From: dBd	Read Replies (1) \| Respond to of 995

"They aren't using it for anything useful in the commercial world." Excuse me for saying so but if you're suggesting that CDMA handsets are not "the commercial world" then perhaps you should investigate the QCOM or other such discussion groups. Conexant has stated many times they are the largest CDMA HBT PA supplier in the world. Their HBT groups revenue has been stated at about $100 million annually. I don't understand why they would want to license their capability to TriQuint? Conexant also makes chip sets (laser drivers, preamps, mux/demux, CR and DR chips) for OC-192, 48 and 12. Perhaps they are not as well known as some others but companies like Nortel (the largest OC-192 supplier in the world) are using HBT based chip set solutions exclusively for OC-192. TriQuint does have HBT technology. They acquired it when they acquired TI. They simply have not brought the devices to market yet. This may be because the benefits of HBTs are very difficult for a MESFET based operation to understand. They often convince themselves that a PHEMT solution is better suited to their own internal capabilities. The problem is that the two devices offer different advantages and have very different cost structures. Typically, the PHEMT is an extension of the MESFET cost behavior. However, the HBT is much more cost effective for certain applications (handset PAs for instance). RFMD has recognized this and done quite well. Conexant, HP, Nortel and some others also know this and they too are doing very well. Alpha is very interested and they suggest a partnership announcement shortly. TriQuint certainly knows they have the technology. The question is what will they do with it and when? IMHO dBd