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Non-Tech : Invest / LTD

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To: waverider who wrote (8061)4/5/1999 11:19:00 PM
From: The Ox  Read Replies (1) of 14427
 
QCOM, AOL, YHOO and many others have been unbelievable!

Here is a link with my musings on APC and oil prices:
Message 8722404

Specialty Communication Semiconductors were smoking hot again. They appear to be one of the hottest sectors. Since August of last year, the sector has been phenomenal. Today MMCN,AMCC,VTSS,RFMD,UNPH,BRCM and AHAA were all up in a big way. My portfolio wants to thank the momentum crowd!

BTW, I truly hope LT has taken some advantage of this bull market. Caution should be used and profit taking is mandatory, IMO. Effective risk management is the key. At the same time, not cashing in on these runs seems like a crying shame.

Michael
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