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Re: qwave post# 35902

Thursday, 10/17/2002 7:00:12 AM

Thursday, October 17, 2002 7:00:12 AM

Post# of 704041
"The Asian's are eating both their (MOT and NOK) lunches. Will see but I am not expecting much from them. I hope they surprise me. If not, my RFMD that I loaded up on today at $6.85 could see the $5's again very soon."

NOK's mobile phone revenue only increased 7% in the year-to-year quarterly comparison. If I recall correctly, Samsung is growing nearly that much each quarter.

Take a look at SWKS instead of RFMD. SWKS is the wireless RFIC leader and valued at P/S of 1 instead of P/S of 3 for RFMD.

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