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Technology Stocks : Vitesse Semiconductor

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To: semi2000 who wrote (3935)4/18/2001 4:17:22 PM
From: Duane L. Olson  Read Replies (1) of 4710
 
S2K... Did VTSS ever make it into your portfolio? Hope you were still riding your TXCC, PMCS, TQNT, and AMCC as today unfolded. As I don't expect this to last, driven more by short covering than investment buying. imho, I was selling much of my remaining techs (including TXCC) into the early afternoon. Still holding less than a full normal VTSS position, some CYMI, LTXX, among others...
What have you been buying in the energy world?..... I've been adding to ERF, HGT, picked up NCN...all doing nicely. Expect to add to my producers that have a overweight NG focus....
In any case...'twas an interesting day, no?
tso
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