Re: Extropian Investing
Brian L. Fritz (bfritz@shol.com)
Thu, 30 Oct 1997 22:16:50 -0500
> 1) Triquint Semiconductor (TQNT - 29-5/8 per share): Excellent
> investment, both short-term and long-term. Expect at least 40% growth in
> the next 12 months. The stock price dropped sharply recently because they
> said they expect earnings to be less than predicted for a couple quarters.
> Wall Street, as usual, overlooked the fact that they are still returning a
> very good EPS and are continuing to grow rapidly. Unnoticed for years,
> this gallium-arsenide semiconductor manufacturer (no significant
> competitors!) has entered a boom as demand for efficient wireless
> communications and high-frequency circuits grows.
I read in Popular Science (Nov. '97) that IBM is developing a silicon
germanium semiconductor technology that can be manufactured at existing
facilities. Does this new chip technology represent a threat to
gallium-arsenide manufacturers in the near future?
Brian L. Fritz
bfritz@shol.com