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Technology Stocks : Vitesse Semiconductor

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To: albert_fong who wrote (3931)4/11/2001 1:41:00 AM
From: Duane L. Olson  Read Replies (2) of 4710
 
Hey, Albert, good moves..... Since I was a bit overloaded with techs, and I don't "really" think we have seen the final bottom in this market, I sold the majority of my positions before the end of the day today: LTXX, CYMI, BRCD, TXCC, LSI, INTC, GSPN, BRCM, and, yes, even a little "excess" VTSS.... holding a 60% "normal" position in VTSS. I do tend to move my VTSS a little faster than Tom does ---- and since Tom has made the most money in VTSS over the long run (by far), I guess that tells you whom to listen to about VTSS <G>
I got the impression that you feel also that the market may not truly get into the next bull phase for some time yet... do you have any kind of scenario that you are playing to, or just playing it opportunistic?...
dlo
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