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Non-Tech : Invest / LTD

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To: SJS who wrote (13586)7/14/2000 12:51:24 PM
From: Thean  Read Replies (1) of 14427
 
Steve, pattern or not, I think the uneasiness of dishing out big money to sustain enormous PE is still real in the tech market. AG is going to revisit his numbers in August. After July is over, the market is switching back to Fed watch. Therefore, I am selling my techs into rally. VTSS should go down more than it does. AMCC has a big trading gap to fill down to $130 so it is a matter of time before it trades down. Still holding RFMD and PHCM but very nervous as they go into their earning next Tues.
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