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

To: semi2000 who wrote (3865)	3/31/2001 11:10:46 PM
From: RBlatch	Read Replies (1) \| Respond to of 4710

I'm a buyer of CORV here. Have been accumalating for about two weeks. VTSS I still think can go to fourteen unfortunately. However, I am going to get rid of my short position on VTSS on Monday. I think I've got the bulk of the downdraft on this one, as it could just as easily jump up 10 points from here. Not worth holding short per the risk reward ratio IMO. Cordially, RBlatch

To: semi2000 who wrote (3865)	4/2/2001 1:57:10 PM
From: Duane L. Olson	Respond to of 4710

The Firsthand Funds are loaded up with those same stocks (I have TVFQX and TIFQX)....and no positive signs lately. Of the stocks you list, (other than VTSS) I have NUFO, SCMR and AVCI on my list of "Hot Prospects" , favoring NUFO and SCMR, as both anticipate positive earnings. AVCI should grow gangbusters, but I understand they will remain earnings negative next fiscal year.... Bigger question --- where in the world do we pick up more? -- so far I've been wrong three times in the last year.. dlo