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

To: Retire@40 who wrote (3662)	10/17/2000 11:05:39 PM
From: dennis michael patterson	Read Replies (2) \| Respond to of 4849

I am looking to leg into tech in the next 7 trading days. I generally trade only 4 stocks: SUNW EMC AMCC PMCS and occasionally EXTR. For the last 3 months, I have day traded and held overnight only about 15 trading days. As for Brinker, I neither followed nor ignored his advice. I took it into account (he does move markets) and regret that some folks bought the Qs at the open today. The action in RFMD today is, to my mind, astonishing. I have never seen such carnage. I traded this stock as high as 83 (I checked tonight) and, while I have not always enjoyed the affection of some members of the thread, I wish everyone well, especially Ibexx who, to my mind, remains one of the best investors I have ever met. She makes mistakes, and she is prickly: but she has been a great success during the great tech boom of the 90s. SHe is my kinda girl.

To: Retire@40 who wrote (3662)	10/18/2000 9:15:43 AM
From: stockamaniac	Respond to of 4849

??? current PE of 75 taking into account AH trading??? the profile listed for RFMD has a PE of 71 or so with a price of 23. With RFMD being cut in half this morning then shouldn't the current PE now be 35 or so?

To: Retire@40 who wrote (3662)	10/18/2000 9:39:04 AM
From: dennis michael patterson	Read Replies (1) \| Respond to of 4849

Herb Greenberg, email exchange this morning At 07:58 AM 10/18/2000 -0400, you wrote: >Herb, > >I don't own RF Micro. I did once, and it was profitable. > >I think the complaint is that it appears you never spoke with anyone who >him/herself actually heard Norberry or any other person from RF Micro >make the comments you attributed to Norberry. Did you speak to such a >person? I think that was the problem. > >On a different angle, can you tell me how that guy Charlie Glavin at >CSFB could reiterate I think no fewer than 3 times in the recent past a >Stong Buy reco on RFMD? The stock has been in a downtrend for months, >and now we know to a certainty the fundamentals are poor. > >Regards, > >Dennis Patterson >Real Money Reader > ---------- my sources attend these conferences and take copious notes. rfmicro AND its outside spokesperson were called. they never even attempted to get back to me...even AFTER the column was written. if you've read this column for any period of time you know i rely on my sources...and the good ones are rarely wrong. in this case, as it turns out, they were very right. their body language was not positive. and i don't think they'd disagree. as for the analyst: they don't do any work! hg