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

To: dennis michael patterson who wrote (3593)	10/13/2000 9:39:30 AM
From: Perry Ganz	Read Replies (1) \| Respond to of 4849

Morning Dennis the only negative thing I have said about RFMD is related to the declining growth in sales overall in wireless. May be slowing slightly due to the scale of the numbers. Things will look worse than they really are because there is a shift in the manufacturers occuring now from NOK MOT and Ericson to the Asian Samsung etc. The investment press will continue to focus on the big three so it will be all gloom and doom for a while. I believe I read RMFD is building in Asia, but will be hurt short term (or is it allready priced in?) because of there heavy dependence on NOK Perry Short the Oct 35 puts AURRRRGH the pain