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Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: JHR who wrote (11969)	2/10/2000 12:40:00 PM
From: Thean	Read Replies (1) \| Respond to of 14427

JHR, If you only need to wait 4 months for LT cap gain, I would hold on and ride it out. The road after this quarter will be good because the anticipation of better things to come and actual new PO's and line extension rollout will make presses. MERQ was a good ride but it could have been a lot better for both of us. I use this lesson to hang on to my RFMD for dear life. I trade other semi's constantly but not RFMD. Every calls I wrote for RFMD back fire and I had to buy back at higher prices in order to maintain my holding period. Today we saw SAWS taken an unexpected beating. I made by scoop again. SAWS is a good wireless access play and it can move faster due to its small float. This semi wave is really crazy and despite all my negativity about this Nascrap phenomenon I still think being out is a lot more riskier than being in. So, unwillingly, I stay in the techs. How funny?