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Technology Stocks : RF Monolithics (RFMI)
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To: dennis michael patterson who wrote (263)11/2/1997 3:57:00 PM
From: Ed S   of 369
 
Thank you for your comments. I am happy for your good fortune in connection with short term market timing.

Like you I also listened in on the October 15th conference call. I agree with you that Sam Densmore was upbeat during this call. My instinct from reading RFMI announcements, and listening in on the conference calls, over the last two years is that Densmore is a straight shooter who is rather conservative in what he says. Thus, I think it is likely that the problem arose after the conference call. I wish that companies would never give us bad surprises, but unfortunatley it occurs even with well run companies.

I agree with you that Dan Niles of Robertson, Stephens has been following RFMI. My understanding is that he still has a Buy rating on RFMI, but reduced estimated EPS for the current fiscal year to $.85 from $.95 (please someone correct me if this is inaccurate).

Regards and good luck with your other shareholdings.
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