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

To: Stu Bishop who wrote (590)	3/5/1999 10:41:00 AM
From: The Ox	Read Replies (1) \| Respond to of 995

It is my understanding that the analysts are concerned about the fierce competition in TQNT's product lines. RFMD, AHAA, ANAD and a few others are all competing for a limited number of applications. While I'm of the opinion that all these companies will have enough business to keep them very profitable, I understand the caution being stated by these same analysts. One look at RFMD and the explosion in earnings being generated by this company, leads one to wonder why all these companies aren't doing better. TQNT hasn't exactly impressed the street lately with their execution. Not that this can't change, but I also believe that some question their technology vs. the competitions processes. hope this helps, Michael