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

To: Sun Tzu who wrote (3613)	10/15/2000 2:08:30 AM
From: SJS	Read Replies (1) \| Respond to of 4849

Well gents......that IS the question isn't it? If you believe that some of the good earnings reports we saw this week helped us put in a bottom here, then it's time to buy. If it's just an oversold bounce, and you think more warnings are coming, and the earnings of your fav's are going to be mediocre, then YOUR stocks are going down, and if they're important enough, might take the market down with it. That is, of course, as long as the oil supplies don't get disrupted and the ME stays relatively calm. My three, last week, went to the confessional (earnings reports) and WON! TXCC, AMCC and PMCS all hit the cover off the ball. Broadband chip stocks, expensive or not, are where it's at. As for RFMD, I sold my last week LT holding and made whopping $3 bucks/share. After holding for all of 13 months. Whippee! I should have traded it, but you just never know that in the midst of all the euphoria. I should have used more discipline when it tripled in 7 months. Steve

To: Sun Tzu who wrote (3613)	10/15/2000 11:15:29 AM
From: robert duke	Read Replies (1) \| Respond to of 4849

I agree. I wonder how many companies are going to hit and or miss the numbers. We have been seeing a lot of the bigger companies and the iternets warn or miss earnings. I don't think rfmd, avnx jdsu or the future baby techs will miss. I think rfmd will come in a penny ahead or right on target. This earning will bring the pe ratio down to earth a little bit more or closer to the ground. Earnings should be .10. So if you add that with the last 3 quarter earnings for the last 12 months are at about .36 a share. This would give the stock a pe ratio of 75. If the stock drops under 20 bucks and earnings come out in line then the pe will drop to 50 over the next 4-5 months and this stock will be a huge buy.