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Technology Stocks : RF Micro Devices (RFMD)
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To: Retire@40 who wrote (3662)10/18/2000 9:39:04 AM
From: dennis michael patterson  Read Replies (1) of 4849
 
Herb Greenberg, email exchange this morning

At 07:58 AM 10/18/2000 -0400, you wrote:
>Herb,
>
>I don't own RF Micro. I did once, and it was profitable.
>
>I think the complaint is that it appears you never spoke with anyone who
>him/herself actually heard Norberry or any other person from RF Micro
>make the comments you attributed to Norberry. Did you speak to such a
>person? I think *that* was the problem.
>
>On a different angle, can you tell me how that guy Charlie Glavin at
>CSFB could reiterate I think no fewer than 3 times in the recent past a
>Stong Buy reco on RFMD? The stock has been in a downtrend for months,
>and now we know to a certainty the fundamentals are poor.
>
>Regards,
>
>Dennis Patterson
>Real Money Reader
>

----------
my sources attend these conferences and take copious notes. rfmicro AND its
outside spokesperson were called. they never even attempted to get back to
me...even AFTER the column was written. if you've read this column for any
period of time you know i rely on my sources...and the good ones are rarely
wrong. in this case, as it turns out, they were very right. their body
language was not positive. and i don't think they'd disagree. as for the
analyst: they don't do any work! hg
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