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

To: im a survivor who wrote (4071)	2/5/2002 9:01:15 AM
From: chojiro	Read Replies (1) \| Respond to of 4849

Thanks GK4. re: ....just buy more on serious weakness and wait What would you consider serious weakness? $17? $13, $11, or single digits? Also, you didn't address the valuation question. Would you consider doing so? IMHO, whether or not this is a good company is irrelevant when it's stock price remains so highly inflated.

To: im a survivor who wrote (4071)	2/28/2002 3:56:40 AM
From: chojiro	Read Replies (1) \| Respond to of 4849

Hi KG, I am curious if you are still holding your long position in RFMD. I traded it long the other day from just over 15, was looking for 177, came close but I didn't sell. Instead I put in a stop at 15.46. I got taken out today for just under 1 1/2 gain. However the reason I'm interested if you are holding(or anyone else here) is that I think I'm going to start my short position here again tomorrow. Unless we get a delayed reactional buying frenzy on the heels of Greenspan's speak, i am getting the feeling 13 (sept lows) will be seen here is short order. After that, with out any signs of recovery(all wireless is sucking air still) $10 might be in the cards before April(per tuck and my previous discussion.) Fact still remains this stock is way over valued; especially when you take into consideration the weakening industry. Good luck. I'll let you know if I decide to enter a short position here.