SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : RF Micro Devices (RFMD) -- Ignore unavailable to you. Want to Upgrade?


To: robert duke who wrote (408)5/28/1999 1:47:00 PM
From: David Harker  Read Replies (1) | Respond to of 4849
 
All - I just bought rfmd at 40 a few days ago, for long term,
been watching it since SmartMoney article a few months ago
(on next great tech stocks).

Here is a good analysts report issued yesterday by Montgomery,
they raised estimated earnings - as posted on the Yahoo 'rfmd' board,
which is quite active compared to this one!

key parts:
"Recent discussions with management, as well as our own checks,
indicate strong demand for the September quarter, driven by growth
at Nokia and Korean customers.

We expect shipments to Motorola as early as next month. Motorola
shipments should contribute some revenue in September, with a
significant ramp up in December and throughout next year.

Additionally, we continue to believe the company will ship
products to Ericsson in 2000.
...
With the addition of Motorola, RF Micro will have 'slots' at
the top-two global handset producers, with number three, Ericsson,
close behind. We continue to view RF Micro Devices as the premier
power-amplifier supplier and an excellent play on the rapid growth
in wireless handsets."

part one:

messages.yahoo.com

and part two:

messages.yahoo.com