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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: coachbobknight who wrote (14638)	2/26/1999 12:25:00 AM
From: Nazbuster	Respond to of 122087

Here's the "fundamentals" from QuotesPlus2 database: RFMD - RF MICRO DEVICES INC Symbol: RFMD Exchange: NASDAQ Price To Sales Ratio: 11.96 CUSIP: 74994110 Cross Reference CUSIP: Industry Group: Elec-Misc Parts Industry Sector: Capital Goods & Services SIC Code: 3674 SIC Description: Semiconductors and related devices RF Micro Devices designs, develops and markets proprietary analog radio frequency and intermediate frequency integrated cicuits for wireless applications. For the 9 mos. ended 12/98, revenues rose from $32.7M to $96.4M. Net income rose from $3.1M to $9.6M. Revenues reflect strong growth in the GaAs HBT product line & higher sales to South Korean customers. Earnings also benefitted from decreased S/G/A and R&D expenditures as percentages of revenues. 3/97 B/S and all wght. avg. shares are proforma. All Rdmbl. Conv. Preferred stock converted into Common upon completion of IPO. FY'98 Qs are being reclassified. Issue type: Common Issue Status: 0 Market Cap: 1,501.5 mil Annual Dividend: 0.000 Yield: 0.0 Options: YES, Book Value Per Share: 5.02 Beta: 0.000 Last Update: 02/13/1999 Trailing 12 Months Revenues Per Share: 6.44 1 Year Revenue Growth Rate: 160.384% 1 Year Earnings Growth Rate: 13.534% 3 Year Revenue Growth Rate: 199.503% 3 Year Earnings Growth Rate: 0.000% 5 Year Revenue Growth Rate: 181.623% 5 Year Earnings Growth Rate: 0.000% Revenues And Earnings Per Share Excluding Extraordinary Item (The Quarterly Dates are Based on the Company's Fiscal Year) Revenues 12 Month Earnings 12 Month Quarter 1,000's Change Per Share Change 12/1999 41,517 211.62% 0.31 342.86% 09/1999 31,415 243.03% 0.14 180.00% 06/1999 23,441 129.03% 0.10 25.00% 03/1998 12,634 38.11% -0.24 N/A 12/1998 13,323 32.81% 0.07 -30.00% 09/1998 9,158 52.35% 0.05 0.00% 06/1998 10,235 183.44% 0.08 N/A 03/1997 9,148 147.51% 0.07 N/A 12/1997 10,032 0.10 09/1997 6,011 0.05 06/1997 3,611 -0.08 03/1996 3,696 -0.20 Dividends Dates Type Announcement Ex Record Payable Amount 00/00/00 00/00/00 00/00/00 00/00/00 0.00 00/00/00 00/00/00 00/00/00 00/00/00 0.00 00/00/00 00/00/00 00/00/00 00/00/00 0.00 00/00/00 00/00/00 00/00/00 00/00/00 0.00 EPS Date EPS P/E 3/98 0.03 2566.7 Including Extraordinary Items 12/99 0.30 255.0 Excluding Extraordinary Items Float: 13.10 Shares Outstanding: 19.5 Float as percent of shares out: 67.18 Short Interest As Of 01/08/99: 0.26 mil Short Interest as a percent of the float: 1.95% Institutional percentage held: 34.99%

To: coachbobknight who wrote (14638)	2/26/1999 5:16:00 AM
From: AD	Read Replies (1) \| Respond to of 122087

Yessir, RFMD has been running, possibly because of it's high revenue growth rate and a healthy institutional interest. Agreed, <<it's no POS>> But it has managed to quietly run up one heckuva PE. Insider sales to be expected.... quicken.excite.com IMHO, it's worth looking at real close. If / when it cracks, 15 points isn't out of the question.... Other opinions? Mr. Weaver? At first research, this thing has run hard and fast, maybe too far. It's got healthy institutional support, but at some point enough is enough. Let's get some dd going!