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To: SJS who wrote (13677)7/25/2000 12:13:08 PM
From: Thean  Read Replies (1) | Respond to of 14427
 
RFMD spliting 2:1. Deja Vu all over again. It was about the same time last year.

KEM - it went tanking good. So goes the undervalue as the attraction theory. When one is unsexy, even a makeover won't help. Not good for DIOD and VSH as well. Same fear stories - overcapacity, growth peaking, semi cycle over. The only way to stay the course is to become a total contrarian right now and hope the wait is worth it. Anyone figured out whether the big Aug 30 put was a sell or buy contract?