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To: Stephen who wrote (34522)10/31/2000 11:23:12 PM
From: dennis michael patterson  Respond to of 42787
 
You are missing nothing. Jubak was telling people to buy RFMD all the way down from 90. He NEVER EVER said anything about valuation excesses or the like. He is not very helpful except to the most ill-informed. And in that instance, following him without an exit strategy leads to disaster.