Epstein Files Search

EFTA01453051Dataset 10

2014-03-021p591w

…that there would be consolidation in the frontend space, engineered by the active players - a result of Qualcomm's then announcement of RF 360, a completely integrated frontend solution on CMOS. Before the show, RFMD announced a bid for Triquint attempting to grab one of the two main players in passive, frontend BAW filters (Avago being the other). We do not feel like this is the end of the match-making, possibly with Triquint, and certainly outside of this deal…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453051.pdf

EFTA01446922Dataset 10

2014-03-021p591w

…that there would be consolidation in the frontend space, engineered by the active players - a result of Qualcomm's then announcement of RF 360, a completely integrated frontend solution on CMOS. Before the show, RFMD announced a bid for Triquint attempting to grab one of the two main players in passive, frontend BAW filters (Avago being the other). We do not feel like this is the end of the match-making, possibly with Triquint, and certainly outside of this deal…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446922.pdf

EFTA01452950Dataset 10

2014-03-021p591w

…that there would be consolidation in the frontend space, engineered by the active players - a result of Qualcomm's then announcement of RF 360, a completely integrated frontend solution on CMOS. Before the show, RFMD announced a bid for Triquint attempting to grab one of the two main players in passive, frontend BAW filters (Avago being the other). We do not feel like this is the end of the match-making, possibly with Triquint, and certainly outside of this deal…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452950.pdf

EFTA01446957Dataset 10

2014-03-021p591w

…that there would be consolidation in the frontend space, engineered by the active players - a result of Qualcomm's then announcement of RF 360, a completely integrated frontend solution on CMOS. Before the show, RFMD announced a bid for Triquint attempting to grab one of the two main players in passive, frontend BAW filters (Avago being the other). We do not feel like this is the end of the match-making, possibly with Triquint, and certainly outside of this deal…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446957.pdf

EFTA01453055Dataset 10

2014-03-021p683w

…the solution achieves 48% efficiency without envelope tracking, in line with the best GaAs competitor. Many hardware vendors are impressed with the demo results, and while RFMD has made inroads into Peregrine's territory recently, we believe that Peregrine should be able to secure design wins with this PA solution given its efficiency and size. While the existing switch business continues to bump along with Samsung being their main customer, adding PA revenues could be hugely helpful not just to…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453055.pdf

EFTA01453088Dataset 10

2014-03-021p591w

…that there would be consolidation in the frontend space, engineered by the active players - a result of Qualcomm's then announcement of RF 360, a completely integrated frontend solution on CMOS. Before the show, RFMD announced a bid for Triquint attempting to grab one of the two main players in passive, frontend BAW filters (Avago being the other). We do not feel like this is the end of the match-making, possibly with Triquint, and certainly outside of this deal…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453088.pdf

EFTA01453094Dataset 10

2014-03-021p683w

…the solution achieves 48% efficiency without envelope tracking, in line with the best GaAs competitor. Many hardware vendors are impressed with the demo results, and while RFMD has made inroads into Peregrine's territory recently, we believe that Peregrine should be able to secure design wins with this PA solution given its efficiency and size. While the existing switch business continues to bump along with Samsung being their main customer, adding PA revenues could be hugely helpful not just to…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453094.pdf

EFTA01446928Dataset 10

2014-03-021p683w

…the solution achieves 48% efficiency without envelope tracking, in line with the best GaAs competitor. Many hardware vendors are impressed with the demo results, and while RFMD has made inroads into Peregrine's territory recently, we believe that Peregrine should be able to secure design wins with this PA solution given its efficiency and size. While the existing switch business continues to bump along with Samsung being their main customer, adding PA revenues could be hugely helpful not just to…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446928.pdf

EFTA01446921Dataset 10

2014-03-021p665w

…took this one step further, introducing a $25 smartphone at the show. The front-end end uanx. Last year we suggested that there would be consolidation in the frontend space, engineered by the active players - a result of Qualcomm's then announcement of RF 360. Before the show, RFMD announced a bid for Triquint. We do not feel like this is the end of the match-making, possibly with Triquint, and certainly outside of this deal, with other players attempting…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01446921.pdf

EFTA01452983Dataset 10

2014-03-021p655w

…version of envelope tracking, the power amplifier, antenna switch and high band amplifier on one platform. While Qualcomm announced a design win, other front-end players were busy both making deals and displaying their wares. Before the show, RFMD announced a bid for Triquint, attempting to grab one of the two main players in BAW filters (Avago being the other). We do not feel like this is the Deutsche Bank Securities Inc. Pago 9 CONFIDENTIAL - PURSUANT TO FED. R. CRIM…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452983.pdf

EFTA01453087Dataset 10

2014-03-021p665w

…took this one step further, introducing a $25 smartphone at the show. The front-end end uanx. Last year we suggested that there would be consolidation in the frontend space, engineered by the active players - a result of Qualcomm's then announcement of RF 360. Before the show, RFMD announced a bid for Triquint. We do not feel like this is the end of the match-making, possibly with Triquint, and certainly outside of this deal, with other players attempting…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01453087.pdf

EFTA01462408Dataset 10

2014-03-0274p15,877w

…took this one step further, introducing a $25 smartphone at the show. The front-end end game Last year we suggested that there would be consolidation in the frontend space, engineered by the active players - a result of Qualcomm's then announcement of RF 360. Before the show, RFMD announced a bid for Triquint. We do not feel like this is the end of the match-making, possibly with Triquint, and certainly outside of this deal, with other players attempting…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462408.pdf

EFTA01452984Dataset 10

2014-03-021p683w

…the solution achieves 48% efficiency without envelope tracking, in line with the best GaAs competitor. Many hardware vendors are impressed with the demo results, and while RFMD has made inroads into Peregrine's territory recently, we believe that Peregrine should be able to secure design wins with this PA solution given its efficiency and size. While the existing switch business continues to bump along with Samsung being their main customer, adding PA revenues could be hugely helpful not just to…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01452984.pdf

EFTA00023858Dataset 8

2010-01-236p1,321w

…ticketNumberPrimaty-O0624152003938aktDocNb=0062415200393&tk... 4/8/2020 EFTA00023859 0062415200393 - Welcome to New Ticket Viewer Page 2 of 2 Fare Calculation Fare Cale Fate Cale Rfmd Mode FrCn Ind Fare Cain Txt Typ 0 A b N LAX DL LAS110.70OAUNA0MC DL LAX148.83HR0NA0MA USD259.53END ZP LAMAS XF LAX4.5LAS4.5 R 6 N LAX DL LAS110.70OAUNA0MC M. LAX148.83HR0NA0MA USD259.53END ZP LAMAS XF LAX4.51 AS4.5 Consciental Dab Mfl ot Data Passport Group ComKentlat Coppecrt 2DI 7…

https://www.justice.gov/epstein/files/DataSet%208/EFTA00023858.pdf

EFTA00433604Dataset 9

2011-05-254p1,352w

Subject: early tour 5.25.11

…Specialty Metals (LAT) files $175M through CS, FBR, Jefferies & KeyBanc, Cloudary (1518239) files $200M through Bofa & GS, Active Network (ACTV) 11M shares priced at $15 Key Research: Moke adds RFMD to focus list, BGB Securities initiates AJG & BRO (buys), GS downgrades SAPE Key Research: Cowen initiates ABC/CAH/ESRX/MCK/MDRX/MHS (op's) & QSII/SXCI (neutrals), Auriga downgrades JNPR & NETL Key Research: MS initiates VMED (ow) & upgrades ANTO.LN, Soleil downgrades PSS, Piper upgrades CECO Key Research: Bofa upgrades…

https://www.justice.gov/epstein/files/DataSet%209/EFTA00433604.pdf

EFTA02143799Dataset 10

2013-03-267p1,657w

…COA, CLMT, ABIO, TEF SM, COFB BB IPO's (filed/priced): HellermannTyton (HTY LN) 108M shares priced @ 195p IPO's (lock-up expires): Qualys (OLYS), Summit Midstream (SMLP) US Key Research: ▪ Barcap upgrades TSU, Opco initiates FIO (perform) & upgrades RFMD Raja upgrades BSFT/BTU, Stifel cuts COG/SWN/GMAN/HLS, UBS downgrades MWV • Longbow downgrades ASH, BMO upgrades LHO, Wedbush initiates LMNX • Piper cuts GMAN & upgrades EA & cuts AAPL pt Europe Key Research: • Barc downgrade TIT IM, TITR IM…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA02143799.pdf

EFTA02112117Dataset 10

2014-03-118p2,090w

Subject: Early Tour 3.11.14

…IPO's (lock-up expires): RetailMeNot (SAE) US Key Research: • Barcap initiates MGIC (ew), Canaccrod initiates DXLG (buy), UBS initiates TMH (buy) Ascendiant initiates NEON/RFMD/SWKS/TWNT/TSEM/TXN (buy) & INTC (sell) Bernstein initiates CSCO/FFIV/UBNT (op) & JNPR (mp) & ARUN/RKUS (up) GS adds CDW to Conviction Buy List & upgrades ITMN (buy) & downgrades VIPS EFTA_R1_00734481 EFTA02112119 • Imperial initiates FLIR (in-line) and ISH (op), Piper initiates BLOX (ow) RBC downgrades TGI & upgrades WAIR, Stifel downgrades (INGN)…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA02112117.pdf

EFTA02113512Dataset 10

2014-02-258p2,046w

From: Ike Groff

…ALSN, SAMAS FH IPO's: N/A US Key Research: • Barcap upgrades ED & downgrades AEE, CS & GS initiates SNOW, • DB initiates BLOX (buy) & PKT (sell), Jefferies downgrades BAS/MWE • Raja initiates AVGO (op) & upgrades PEBO (buy), Susquehanna initiates ADBE (pos) Stifel initiates CARA/ALGT/ALK/DAUSAVE/UAL (buy) & HAAJBLU/LUV (hold) Canaccord upgrades GSS & cuts RFMD, Opco upgrades NDSN EFTA_R1_00737174 EFTA02113514 Brean upgrades TQNT, JPM cuts WUS Europe Key Research: BofAML downgrade DLG IM, SWEDA SS, Berenberg downgrade…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA02113512.pdf

EFTA02121389Dataset 10

2020-11-139p2,210w

Subject: Early Tour 11.14.13

…CIT, COV, CRNCY, CTXS, DWA, ENS, EXAR, FARM, FULT, IG, IMAX, INCY, LMT, MOSY, MPWR, NTAP, NVDA, OMEX, POL, PXLW, RFMD, RSO, RUTH, SFUN, SOI, UBNT, URG, VOD, WYN, ZTS Shareholder Meetings: CACI, ROIAK, AHPI, BR, PMFG, SWS, WDC, TAX, CDZI, MTRX, NVGN Equity/Mixed Shelfs: NHI, OLP ($250M) Other Newspaper Articles & Stories WSJ cautious: Google (GOOG) WSJ • Japanese GDP growth halved in third quarter FT • Bank of England accelerates jobs forecast FT EFTA_R1_00755704 EFTA02121393 • Hedge funds eye…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA02121389.pdf

EFTA02106578Dataset 10

2014-04-298p2,307w

Subject: Early Tour 4.29.14

…HCC, HF, HFWA, HIW, HURN, IKAN, IPHI, KAI, KFRC, KRA, KTCC, KWR, LMAT, LOGM, MBFI, MRCY, MTSI, MWA, NANO, NATI, NCR, NDLS, NUVA, OHI, OSN, PNRA, POWI, PRXL, PSEM, QTS, REXX, RFMD, RM, RNG, RNR, ROG, RPXC, RVBD, SIMG, SKT, SLCA, SM, STR, SWI, SYX, TAYC, THG, TMH, TRLA, TRN, TWTR, TTS, TWTR, UTLI, VIMC, VNR, VPRT, VRIS, WSH, WTS, XCO, ZLTQ Economic Data: S&P/Case-Shiller Home Price Index @ 9am, Consumer Confidence Index @ 10am Conferences: Barcap Retail and…

https://www.justice.gov/epstein/files/DataSet%2010/EFTA02106578.pdf