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Technology Stocks : TranSwitch Corp: Will they get Zenith Business? -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (541)11/8/2000 1:33:50 PM
From: SJS  Respond to of 669
 
The WCII news this morning was good in that these guys are getting more privatized financing for their buildouts.

However, WS is clearly telling us something with the valuation adjustments that AMCC, JDSU, PMCS, EXAR, TXCC, VTSS, BRCM, etc.....are taking.

No matter what the execs say, these stocks are being sold.

I guess the pain you're able to withstand is dependent on how much you believe the slowdown is accurate or inaccurate reflection of the business cycle.

Steve



To: The Ox who wrote (541)11/8/2000 1:37:17 PM
From: cyberman  Read Replies (2) | Respond to of 669
 
Buy and hold is a joke in technology investing - you just lost big $$$ by holding - institutions dump all the time....

The funny thing is when they say if you would of bought AOL or MSFT or SUNW in 1981 or something, you would be a multimillionaire Yeah what they don't tell you is that if you would have bought and held thousands of other yo-yo technology names, you would be sunk...