The New Economy and its Winners Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Glenn D. Rudolph who wrote (1650)	9/25/2000 8:34:09 PM
From: 16yearcycle	Read Replies (2) of 57684

Hi Glenn, Bvsn and Vign have been very frustrating to own. Bill is even understating managements bullishness. They seemed very perplexed to me about the share price since business has been and continues to be very strong. My portfolio is about equally divided into 4 parts between overperforming Optics, Qcom, various semi's doing either very well(Brcm, amcc) or horribly(lsi, txn), and then various software companies which are getting pummelled on average. The divergence in stock action is ALMOST amusing since the optics companies aren't growing as fast as bvsn/vign are. Since the market is supposed to be a beauty contest, I guess I should sell everything and buy Brocade. But what will next years model be? If bvsn keeps growing at 300%, the stock HAS to go up. I am sticking with it and will probably add more at 30 again.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next