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Technology Stocks : RF Monolithics (RFMI) -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (339)	5/17/1999 2:43:00 PM
From: Smilodon	Read Replies (1) \| Respond to of 369

Tried to send you a PM, but your profile keeps crashing IE5. I used to work for one of RFMI's venture backers. Have also talked with one of the private SAW startups (one of TSMC's founders is starting up one). I tried to go visit RFMI last year, but they were strangely unresponsive. By looking at the current stock price, I can see why. I will try to go visit them. Looks like a good value, and the space still seems to be attractive. Will report back. Regards, Archer

To: Sir Auric Goldfinger who wrote (339)	5/18/1999 2:33:00 AM
From: Rex Dwyer	Respond to of 369

Auric, Supply tightening. Fujitsu SAWs at capacity. SAWTEK(SAWS) soon to be at capacity, but has seen its stock run up already. Montgomery still likes SAWS and is pushing as one of their best ideas. RFMI is a value play with tremendous upside if they can get some of this wireless action, with little downside risk at this price. While in the past they have not been able to make the IF frequency SAWs required for CDMA sections, I hear this will change. RFMI can effectively and profitably make low cost devices. Otherwise, their other niche RF markets can increase modestly. The company needs to increase their professionality and really go after some big OEMs. The design slots are out there and soon handset makers will be looking everywhere for supplies. One big design win could send this stock into the $20s. Rex $6 5/8