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RF Micro Devices, Inc. Message Board

  • made_the_market made_the_market Jan 21, 2003 2:41 PM Flag

    Guidence is the key for RFMD

    Really does not matter what the number is so long it's above .04.

    The matter is the guidence...i expect it to me much better than anticipated. They are in a gorwing market that is due to explode.

    i really like the China argument...it seems possible.

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    • I really think the Q & A today will be more telling than guidance.

      We need questions from the A$%hole analysts like, "Do you see over booking or double booking in the current quarter?", "You have lowered guidance in the past due to unexpected order delays or cancellations, do you forsee that being a viable possibility this quarter?", "Given that it appears Nokia sold fewer high end phone in there last quarter, do you expect, if that trend continues, for this to impact the cuurent quarter product mix toward lower end, lower margin products and it effecting profit #'s?", "How are booking of wi-fi this quarter?", "Do you expect margins to improve as we progress through this year?"

      If we get positive answers to these questions, than we will move and I mean move.

    • I'm bullish, but read my earlier post re: guidance.

 
RFMD
16.590.00(0.00%)Dec 31 4:00 PMEST