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To: Thean who wrote (8173)	4/15/1999 1:32:00 PM
From: Dragon 1	Read Replies (1) \| Respond to of 14427

Thean, can you name some of the trashed midcaps you are watching? TIA BTW, SRVN is holding pretty well in view of the selloff in the banking sector.

To: Thean who wrote (8173)	4/15/1999 1:52:00 PM
From: The Ox	Respond to of 14427

It is obvious that the communications semiconductor sector is seeing the so called "sector rotation". Many stocks getting hit hard, but we should keep in mind that most of these stocks are still significantly higher (still over 150% above) then the September washout. My purchase of VTSS was only half my normal buy. I agree that this may just be the initial phase of a correction in this sector. PFE, I would think that for those interested in the "long haul" should be a bit cautious about jumping in on today's dip. It might be wiser to wait and see what happens. Missing a few points to the upside shouldn't be as big a concern as jumping in now before the bottom is found.