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TriQuint Semiconductor, Inc. Message Board

  • thosehayden thosehayden Aug 4, 2002 10:12 AM Flag

    Which is safer TQNT or RFMD ???

    TQNT has a tangible book value of $5.25, RFMD has a tangible book value of $2.

    Both are trading about the same price, but RFMD has more shares and a Market Cap of about 200 million more than TQNT.

    RFMD does have greater Revenues than TQNT, but TQNT has a somewhat more deversified revenue mix.

    But from just a Balance sheet perspective, they both are clean, but TQNT has more asset, and a greater margin of safety. TQNT is a safer investment. TQNT could go to 5, RFMD could go to 2.

    However, unless TQNT finds a way to grow revenues, RFMD probably has greater upside, and will recover faster than TQNT, because their earnings potential seems to be more explosive.

 
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