Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 194.77

+5.2%

Jan 5 3:59 PM EST

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To: speedy_speedy who wrote (7270)	11/7/1998 8:47:00 AM
From: Joe Dancy	of 10921

The Third Avenue Value Fund is overweighted in semi equipment. The guy who runs it - Martin Whitman - has been around the street a few times, he's in his 70's. Historical performance has been above average. Whitman is a real value based investor, buying out of favor companies and sectors. He was too soon getting into the semi equipment area, but will still do very well IMO. If you want to be in a fund with semi equipment, this one would be worth getting into IMO. I mention him at the very end of the following column on the sector: bizfn.com Joe

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