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Technology Stocks : Vitesse Semiconductor
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To: Trader Dave who wrote (3051)10/23/1999 3:55:00 AM
From: Drake  Read Replies (1) of 4710
 
TD, according to Mr. Fun (post #10362 on LU thread), who runs a tech fund, "In recent weeks I have been selling NT to buy more LU, and yes after the last earnings I went from market weight to overweight in CSCO".

I guess we'll see next Tuesday if your statement re LU, "perhaps there's enough room for accounting creativity to mask any problems for a while", has validity.

Sorry TD, but I'll have to put my money on Mr. Fun this time.

Wishing you well,

dc
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