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

To: tuck who wrote (4150)	10/4/2002 8:29:42 PM
From: chojiro	Read Replies (1) \| Respond to of 4849

Hi tuck. Good to hear you're keeping things together with the hedge. It's a tough market out there, but RFMD appears to be holding their own. Today, this whole week, has been pretty tough, RFMD held up until today. If there is any DCB in the rest of the markets, I suspect RFMD will continue to out perform the rest of the nasd. Unfortunately, they are sporting a TTM P/E of over 100. I don't know how much longer it will keep that high price tag. RE: the Jazz deal. Since it's a private company, it's tough for me to make any call on the deal. I don't know how it will work in with RF Micro. Apparently though they(rfmd) are continuing to look ahead. I don't even know how much of a position they get in the company(Jazz) for the $60M. That's just one of the things about private companies. They don't have to open their books to anyone. Have yourself a good weekend. P.S> I never did get back into the miners yet. The charts are down right fugly. Almost as bad as techs. But the longer POG holds on to the $320 area, the more uncomfortable the bullion banks get with their short positions. They are really making a strong stand when ever we get to that $325/328 area. So when it finally does bust through that $330 ceiling, it should ramp up real fast like. We still have a long way to go to get to my targeted $400 before EOY. Take care and have a good weekend.