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Technology Stocks : Vitesse Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Id who wrote (3556)	7/25/2000 11:24:36 PM
From: Dale Knipschield	Read Replies (1) \| Respond to of 4710

Mike, Seems that most of these threads dry up when their respective stocks get hammered. I'm sitting on shares that I purchased for 75+, so I have little to say except "Lets have some more upward movement." Actually, I am willing to wait, as I see VTSS moving toward 125-130 by years end. The games being played by analysts and MM's these last few weeks are so outrageous (considering that the semi stocks and cap-equip sector are seeing their strongest performance in their HISTORY), that they've made me consider leaving the market altogether. But that's what they want us to do, sell our shares cheaply. However, I can outwait them, since I never purchase on margin. In a quarter or two, the analysts will be back on the "strong buy" bandwagon, because by then, even the dumbest of their sheep will be aware of the powerful performance of these sectors. So, nothing much to do but wait around. However, I'm considering adding some ATML, TLCM, KEM, ASYT, AMAT, MTSN, CFMT, and a few others. Will wait for a sustained uptick before I do that though. Regards, Knip

To: Dr. Id who wrote (3556)	7/25/2000 11:26:45 PM
From: Dale Knipschield	Read Replies (1) \| Respond to of 4710

Dr. Id, Sorry about that greeting....thought I was responding to Mike H. Anyhow, same thoughts apply regardless! Knip

To: Dr. Id who wrote (3556)	8/1/2000 4:41:05 PM
From: OldAIMGuy	Read Replies (2) \| Respond to of 4710

Hi DR. Id, It is quiet around here. Sign of the times. SI threads seem to get quiet when things aren't going UP. I have added almost 10% to my VTSS holdings in the last few days. Some at $59-1/2 and a bit more today at $58-1/2. These orders were placed on a GTC basis at limit prices. Not necessarily the most efficient way, but it gets it done even when I'm goofing off. This makes my "hold zone" where not trading occurs between $56 and $79. Below and I buy and above and I'll start to part out shares from my holding. It's my humble opinion that VTSS is currently suffering from "guilt by association." LU's getting its butt kicked, so VTSS has to be "bad" as well. Best regards, Tom