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To: JSB who wrote (20817)	9/22/2000 12:03:16 AM
From: Bretsky	Read Replies (1) \| Respond to of 118717

JSB, I'm mainly a lurqer in here as I'm one of those you refer to who follow primarily follow Large Cap stocks and believe in Gorilla Game Investing so I don't worry as much with the high valuations as long as the company is in hypergrowth. You just asked about a company I follow, but do not own currently. I think RFMD offers a great value in the range it is now. I believe 33 is the bottom in both Jan and Aug lows so it should have some strength here and anything below offers a nice value for a fast growing wireless stock like RFMD. I'm ready to get beat up REAL bad tomorrow, but my eye will be on some high tech quality stocks correcting over the next few weeks. RFMD is one of those. Best of luck Bretsky

To: JSB who wrote (20817)	9/22/2000 12:17:07 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

At 27, RFMD is down near 10x 2000 sales, not a bad valuation. But the TXN and INTC warnings will put a huge cloud over chip demand going forward. Lots of grief to live with this quarter. In general, I think folks are better off waiting until at least tomorrow afternoon when you see whether the market stabilizes or really tanks. I doubt many tech stocks will bounce hard by lunch.

To: JSB who wrote (20817)	9/22/2000 12:24:08 AM
From: Dale Knipschield	Read Replies (1) \| Respond to of 118717

Hope I'm not just "whistling thru the graveyard", but I think the sell-off might not be as deep nor as long as everyone is predicting. Lots of discussion about it tonight, but cooler heads may prevail tomorrow. B to B numbers indicate a RE-ACCELERATION of equip orders. cnnfn.cnn.com Also note, FIRST TIME EVER equipment sales top 3 Billion $/month. We might get just the blow-off that everyone's been looking for and then start climbing out of the hole. Earnings warnings are just about over, bottoms will be just about reached tomorrow, so there's only one thing analysts can do to continue to churn tech stocks for their respective firms........do a 180 and go positive on them! So, in two to 3 weeks, if oil, interest rate, and euro fears have somewhat abated, it'll be respectable for them to start spouting "uncommon value", "dramatically oversold", or "poised for profit", ad nauseum. BTW, no one's in deeper than I am. Spent my last cash reserves picking up 1K of ASYT this morning. Should have gone fishing instead. Regards, Knip