PLX Technology, Inc. (PLXT) Message Board

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Technology Stocks : PLX Technology, Inc. (PLXT)

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To: Mohan Marette who wrote (78)	6/4/1999 11:28:00 PM
From: Danny Chan	Read Replies (1) of 184

Mohan. PLXT run up because the strength of elec semi as a hole group. Internet sector got corrected and as I see money is being shifted into companies with more earning visibility. elec semi may still have some extension to go. But they are closing into the high end of their historical valuation. I may not sell right after 60 days. But I'll at some point to consolidate money into my other core holdings. As for the other "crappy internets", I'll sell right after 60 days. The chance that they will return to their old high is much lower than the other leading Internet companies. I already got rid of MINE, ATBL and ZDZ, but will keep VERT for longer run. best regards.

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