Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: SJS who wrote (5778)	12/3/1998 3:09:00 PM
From: The Ox	Read Replies (1) \| Respond to of 14427

Yes, still own VTSS. A much smaller position then I had, but no complaints! I have done extremely well with my position trades, the last time selling in the high 38s. I almost pulled the trigger to buy in the 35 range....not concerned about missing that opportunity. I sold my entire position in RFMD and in hindsight, I should have held onto a token position which is my usual habit. I am very bullish long term on both companies but a little concerned at how quickly they have appreciated. Low interest rate environment should continue to fuel demand for all the "bandwidth" plays. I seriously thought about shorting TXCC in the 29 area. The momentum has been too strong to step in front. The same has been true for EMC. I think it's valuation is excessive but the mo-mo is to heavy for me at this time. Since the first week in Oct, I have only made long trades and it has worked out very well for me. Only 4 losing trades out of about 25. As of 2 weeks ago, I have moved to my largest cash position ever 70%.