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

To: semi2000 who wrote (3935)	4/11/2001 11:06:20 AM
From: Duane L. Olson	Respond to of 4710

Thanks! --- would have looked better if I hadn't sold out so much of it prematurely....Great positions, SEMI...we share TXCC, and I wouldn't mind owning the rest of your techs (especially today <g>). However, I suspect we will get further opportunities to fill in the gaps... Continued success to you.. dlo

To: semi2000 who wrote (3935)	4/18/2001 4:17:22 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 4710

S2K... Did VTSS ever make it into your portfolio? Hope you were still riding your TXCC, PMCS, TQNT, and AMCC as today unfolded. As I don't expect this to last, driven more by short covering than investment buying. imho, I was selling much of my remaining techs (including TXCC) into the early afternoon. Still holding less than a full normal VTSS position, some CYMI, LTXX, among others... What have you been buying in the energy world?..... I've been adding to ERF, HGT, picked up NCN...all doing nicely. Expect to add to my producers that have a overweight NG focus.... In any case...'twas an interesting day, no? tso