Picks of the quarter Message Board

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Strategies & Market Trends : Picks of the quarter

ATHR 5.966

-2.2%

11:01 AM EST

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To: Taro who wrote (1435)	9/19/2006 9:14:25 AM
From: Elroy	Read Replies (1) of 20435

Wish I had more time to look into them, or that you had posted this yesterday. In my personal account I had some cash sitting around from a sale, so I bought 6 semi stocks, and these are the ones I chose - MXIM, BRCM, SNDK, PMCS, KLAC and ALTR. The idea was it seems likely that there is a semi rally in the next 4-8 weeks (or at least the recent semi rally continues) given we are heading into Q4, so just tried to pick some nice companies that would participate in a rally. If I had more time I'd rather have looked into your small caps to add some less well known names, but am swamped with getting prepared to leave, so not much time for new stock research. So of course MXIM negatively pre-announces the day after I buy them. Oh well!

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