TQNT is my top wireless pick right now as well. My Reasons.
Hello all and welcome to TriQuint.
We've been waiting.
TQNT is my top wireless pick right now as well.
Reasons:
1) GaAs suppliers are beginning to reach capacity as Nokia and others have found huge success selling phones with longer talk times brought to you by GaAs technology. RFMD is now the top supplier, along with CNXT. But they can't supply them all. The new pricing plans are allowing everyone to get phones. The number of cell phones sold are breaking all expectations for this year. That, coupled with the fact that handset makers are now turning to GaAs from their earlier Silicon modules which were made in Japan. The effect is that the US GaAs suppliers are getting slammed with orders.
2) LMDS: This is a word not common yet, excluding George Gilder.
Of course Kevin Landis has known this as well, even before George G. LMDS is the high frequency wireless infrastructure name for wireless broadband networking. This will be what gets the rest of the world on the Internet in countries without telephone lines or cable TV. It operates in the higher frequency ranges which are the domain of GaAs purely. This is rolling out as early as the end of this year. It will be a big name soon. When it becomes the topic of conversation, I will refer to a link to this post.
Still very long and strong.
Rex
$35 1/8 |
