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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (130704)	6/3/1999 11:05:00 AM
From: David Harker	Respond to of 176387

ot - >more DD should be done I've done my fundie DD, both look excellent. tqnt has broader cust. base, does more than just wireless. rfmd is more focussed, Nokia is primary customer, which is not a bad thing. Has several consecutive quarters of very big earnings surprises (25%-75%). Both have new fab plants just online in past 12 months, so near-term anyway have no capacity limits on their growth. rfmd has exclusive, perpetual license to some of their technology. tqnt is less-known, hence reasonably valued (trailing P/E < 30).