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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)
SWKS 58.35+1.6%12:55 PM EST

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To: All Mtn Ski who wrote (604)9/6/2000 6:34:57 PM
From: lazarre  Read Replies (2) of 1698
 
Tom,

how the hec were you or any of us to divine that the guy from piper j. or anyone else was going to downgrade Intel and the next day, micron ( whether he's right or wrong is besides the point, someone still yelled fire )?

if not for kumar and the micron hammer job, believe me, ahaa would be sitting at 60 as we speak..whose to know? its the gamble we make.

what gets my goat is the skittishness, the fear ( or is it really the shrewdness I lack ) that makes for wholesale bailing when a kumar takes down an issue that resembles but not emulates your own....

all i know is i'm still up for the year but not where i could have been if i did more selling...like last Thursday

but like some of you guys, I also believe there's a not so casual fix in this sector and we're being played for big time... and its what makes me stick around for the next leg I suspect is around the corner

lazarre
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