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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA) -- Ignore unavailable to you. Want to Upgrade?

To: lazarre who wrote (605)	9/6/2000 6:46:53 PM
From: All Mtn Ski	Read Replies (1) \| Respond to of 1698

Thanks lazarre for expressing our pain! <BG> It is the irrationality and the large percentage swings that bug the hell out of me. AHAA had $400 million or so wacked off their market cap in 2 trading days, does that make sense? Has the business changed that much in 2 days? The answer is no, of course, but psychology rules Wall Street, and that IS irrational. I haven't sold, came real close on ANAD today, but I sold everything else, and I have to have some irons in the fire. Hopefully tomorrow will be better. Cheers, Tom

To: lazarre who wrote (605)	9/25/2000 4:13:03 PM
From: All Mtn Ski	Read Replies (2) \| Respond to of 1698

lazarre, Throw me a life preserver, I'm drowning!!!! Ouch! I read the annual report again last night, just for comfort, did you know AHAA only books revenues once product has been shipped? What a nice, conservative way to book revenues. Next year remind me to sell everything in August, this Fall stuff sucks! 3 years in a row now! Ah, but the market (The Great Humiliator) will probably log all its gains in the Fall next year, smiting my capital preservation efforts! <BG> Cheers, Tom