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

To: EepOpp who wrote (1272)	3/11/1998 10:31:00 PM
From: Paul Kelly	Read Replies (1) \| Respond to of 4710

Any comments on Cabot's sell recommendation on this heretofore Heritage Stock? Fundamentals don't appear to have changed and the price has actually increased since the change. PK

To: EepOpp who wrote (1272)	3/17/1998 1:30:00 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 4710

Hi Will, I've been out of town for the last week, sorry for the belated reply. I've been in between my next buy and sell prices for some time, so there's not been much for me to say! Right now, my next sell will happen if the price exceeds about $53.50 and would reduce my VTSS holding by about 7.5%. I'll add to my position a similar %age if the price manages to drop to under $36. I know that must seem like a big swing just to trigger a small trade, but it's worked out to be a practical method of risk management for me. Happy St. Patty's day, Tom