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Technology Stocks : Vitesse Semiconductor

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To: The Ox who wrote (3482)5/18/2000 9:06:00 AM
From: OldAIMGuy   of 4710
 
Hi MH, I've been at The Money Show in Las Vegas and just got home last night.
intershow.com
I'll be checking today to see if my open gtc order to add some more GNSS filled while I was away.

I ran out of time on Tuesday to hear the "Technology Luncheon" that is part of the show. They have a panel discussion with people like Michael Murphy during the lunch and we get to hear their stock picks and their analysis of the trends. One of my friends attended, so I'll see if I can get a report on what was said. In January when I attended in Orlando, Telecomm was on everyone's lips and Biotechs were being heavily touted. Actually the timing on both calls was pretty good. As we've seen since late March, folks didn't want to arrive late to the parties, however.

I'll see if I can find out whether their emphasis has shifted.

BTW, The Money Show is pretty much "free" to attend. They do have 'pay as you go' things like this panel lunch and other such things, but most speakers (about anyone you can name from CNBC, W$W, and NBR) are there to give two or three 1-hour lectures over the span of four days. It's really like an investor's "love-in!" Rubbing elbows with someone you've watched on TV is fun.

Best regards, Tom
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