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Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?

To: Keith Howells who wrote (3984)	1/8/1999 7:37:00 PM
From: Robert Scott	Read Replies (1) \| Respond to of 29970

I don't know Keith. I was looking at 119-120 today and was considering selling. Bought on the dip several weeks ago at 57. 60 points in a couple of weeks and I didn't sell - that scares me! My only regret is selling BCST last week at 95 - again 40 point gain in about 2 weeks - I'm sick today but these gains have been on very low # of shares and help with the beating I've taken in the chip stocks last year. Really expect the chip stocks to have a run now - usually on 3 year cycles up then down. We're at the beginning of the up cycle - gains are from 4 to 10 times typically over the 3 year period. We've gotten close to a double so far from the lows. Pick the companies that are best positioned in the new markets regardless of price (with the possible exception of BRCM). Picking the ones downtroden still is not a good strategy. I own LSI, NSM, ATML, ADI, a little VLSI, used to own Texas Instruments wish I still did, and CY on a trading buy. There are others out there that are quality companies - just don't have the money to buy right now.