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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)
SWKS 62.31-1.3%3:59 PM EST

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To: lazarre who wrote (704)10/15/2000 11:20:02 AM
From: All Mtn Ski  Read Replies (1) of 1698
 
lazarre and Thread,

I am back, and no I wasn't cheating, I am kind of glad I missed out on all this short term agony. I was out in Knowles Canyon, deep in Lake Powell, Utah, with no phones or computers to be had, just coolers of beer and ribs and two ski boats. One of my friends on the trip, a product manager at QCOM, tried on his best phone to get anything, but had no luck. I told him to get an Iridium phone. <BG>

Anyway, my/our investments got crushed, plain and simple. I read our CEO's statements regarding business conditions and they are positive, and the 3Q report should confirm this. The only thing is, will the Street care? Everyone is getting crushed, not just AHAA, so the Street may be ruled by bears for a while. My gut, however, is telling me this is almost over. Oil has probably peaked, the economy is still on track, and AHAA's business is strong. When everyone is done panicking, these stocks will move again.

Cheers,

Tom
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