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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 157.46-2.2%Oct 31 9:30 AM EST

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To: Cary Salsberg who wrote (10780)5/8/2004 1:35:11 AM
From: Sam Citron  Read Replies (1) of 10921
 
Hi Cary,

I just happened to notice this Phillip A. Fisher obit in Forbes. forbes.com

Here's another piece that may be of some interest. tilsonfunds.com

BTW, do you have any thoughts on NVLS? The only semi-equip I currently own is small position in ASML, and I am considering raising my industry exposure. Does NVLS seem attractive to you at current levels?

TIA,
Sam
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