RF Micro Devices (RFMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : RF Micro Devices (RFMD)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: robert duke who wrote (1957)	1/9/2000 3:18:00 PM
From: Warpfactor	Read Replies (2) of 4849

Hi Robert, Keep in mind that RFMD's PE is already quite high. We will need some evidence of dramatic trouncing of earnings estimates in the next few quarters to achieve your target. Similarly, if tech goes out of favor for whatever reason, RFMD stock could be decimated to the tune of a 66% haircut. For this reason I choose not to overexpose to this stock and sector. I was talking earlier about keeping an eye out for stocks and sectors that come out on top during the January market froth. During the big selloffs, some stocks are taking 10%+ haircuts, while other are dropping minimally. On the days where we are seeing bouncebacks, some stocks are moving up big while others trail the pack. Anyone investing in pharmaceuticals?? This sector is showing signs of leading in 2K. I haven't taken a plunge yet, but the big guys like Merck, Amgen and SGP look interesting to me. Not comfortable going after the high-flying VISX'x and IMNX's. Warp

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next