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Technology Stocks : RF Micro Devices (RFMD) -- Ignore unavailable to you. Want to Upgrade?


To: JYatsu who wrote (2074)1/20/2000 1:37:00 PM
From: Craig McNeill  Respond to of 4849
 
don't know the record of the USBP analyst, but my take is that he's out to lunch on this call. Agree with you, that downgrading at this time given new fab is unreasonable. cm



To: JYatsu who wrote (2074)1/20/2000 2:51:00 PM
From: BAXTERBOO  Read Replies (1) | Respond to of 4849
 
Only thing I could get out of it is that Piper wanted some shares on the cheap, they got a 7+% pullback this AM , now down only 2 1/2%.



To: JYatsu who wrote (2074)1/20/2000 6:04:00 PM
From: lazarre  Read Replies (1) | Respond to of 4849
 
<<<This downgrade doesn't
make sense to me given the new fab coming on line and Q/Q growth. Anyone have
some hypothesis? >>>

Drugs?

Bad drugs?

J, is it possible this guy was unaware of the new fab( expected to double output ) coming on line Q3 or 4 ? Stranger thinks have happened....if he was aware, well , I'll go with my first guesses.

L