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Technology Stocks : Vitesse Semiconductor

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To: OldAIMGuy who wrote (3852)	3/30/2001 2:18:09 PM
From: Duane L. Olson	of 4710

Tom... Thanks. Good assessment. Perhaps the overload of debt in the telecoms will limit the rebound for suppliers, near term, but it would be hard to believe that the telecom revolution could get halted this early in the buildout. I find that I own more VTSS than I realized. Two of my Firsthand mutual funds (TVFQX and TIFQX) are big holders of VTSS and TXCC, and has allowed me to "participate" in this quarter's decline despite the fact my direct VTSS holdings are sub-par for the time being. Well, Tom, I hope investors will start getting some "visibility" soon.... at least enough to see over this rather deep valley. Good luck to you on that next buy. I'll be adding my next 20% the second week in April (ahead of Tax Day)... dlo

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