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Technology Stocks : VTSS-Cabot Market Letter Recommendation @34
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To: greenboy who wrote (3)10/17/1996 2:25:00 PM
From: Mike Read   of 10
 
VTSS is down ~10% from a few days ago on light volume--is this a sign that the market is becoming uncomfortable with the high P/E? Can buy a Nov $40 put for about $2.50--what do you think? I am long on ANAD since after the Sep selloff but before the 3Q runup, but was very wary of the VTSS high P/E. Appreciate your thoughts.

Mike
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