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Hey TX you have been posting great things about
this company for three weeks but everytime you do the
stock drops like a rock!!! How about giving it a break
and maybe it will go up finally. Just an idea. Your
RFMD is still strong and will have good earnings
again. Probably at or around the .30 range. I think this
stock will or should be at least 65 again before
earning and the will move higher towards 80 after
earnings. It sounds like the only reason rfmd is moving
down is because they need some cash. Is that all well
that no reason to sell a stock.
I got a little greedy today. My buy limit @38.00
was too low, but
"THEY" were buying at about 12:30
and between 3:00 and 4:00 = I'll be watching closely
tomorrow, and my have to take what I can
Long term I like the play.
I think one reason why RFMD tanked was the hugh
quantity of shares sold recently from insiders.
Txbanker23, how did you determine that TRW is going to sell
another 300K? Yahoo and insidertrader.com don't mention
any reference to it. I want to know so I can avoid
these traps in the future.
I think one reasn why RFMD tanked was the hugh
quantity of shares
sold recently from insiders. How did
you determine that TRW
is going to sell another
300K? Yahoo and insidertrader.com
don't mention any
reference to it. I want to know so I can
traps in the future.
* Lower Costs, Improve Operating Margins. RF
Micro's business had been
adversely affected due to
manufacturing constraints. High-volume manufacturing
been possible since the opening of the new fab last
costs have declined
accordingly, while the company's gross profit and
operating margins have improved steadily. This trend will
likely continue as
more capacity becomes available
in the near-term.
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* Establish new OEM
Relationships. RF Micro Devices' unique manufacturing
process will allow the company to pursue new
relationships among major
providers of wireless equipment.
The company's relationship with Nokia has
strengthened as the company's new fabrication facility has
over the last 12 months. Additionally,
the new manufacturing facility has
Micro Devices to pursue new opportunities with other
manufacturers. We believe that the Company
will be supplying product to both
Ericsson in the future.
* Continue to Invest in
Silicon Products. While silicon was the first and is
currently the most widely used element for manufacturing
RFICs, it has been
overshadowed by the new, "cutting
edge" manufacturing processes including the
process. However, there are more opportunities readily
available for RF
Micro Devices in the silicon arena
than any other. Silicon-based RFICs are
for the majority of electronic products in today's
company realizes that there is a
significant amount of business to be had
more "basic" RFICs for products that may not require
RFICs. RF Micro Devices is currently
investing 50% of its R&D towards
broadening its silicon
product line. Low-end RFICs for products such as toys
is a very important segment for the company going
forward. As it relates to
silicon-based RFICs are adequate at lower frequencies in the
baseband portion of the handset.
* Leverage HBT
process to Increase Market Share. Because RF Micro
the first company to commercialize the
HBT GaAs process, it has significant
technological advantages over many well known circuit providers
Rockwell and ANADIGICS. Manufacturers of
high-end electronic products are
becoming aware of
these advantages and we think they may turn to RF Micro
Devices in the future. In our opinion, the company's
will become the choice of high-end
electronic manufacturers going forward.
Costs, Improve Operating Margins. RF Micro's business
adversely affected due to manufacturing
constraints. High-volume manufacturing
has been possible
since the opening of the new fab last summer.
costs have declined accordingly, while the
company's gross profit and
operating margins have
improved steadily. This trend will likely continue as
more capacity becomes available in the near-term.