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Strategies & Market Trends : Value Line Investment Survey

VALU 37.30

+2.2%

Nov 7 9:30 AM EST

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To: KevRupert who wrote ()	5/28/2000 10:29:00 AM
From: KevRupert	Read Replies (1) of 219

I'm loaded with the Semi's. I think the cyclicality of the Semi's has another 1-3 years to run, due to the increase of pda's, and electronics in general. "pmcs" had a nice writeup in the latest Barron's, in the discussion with a hedge fund manner (who until recently managed President Clinton's money). I would like to see VL add "cree" and "brcm" to its listings. I'm sure it's just a matter of time! I think the natural gas stocks have a lot of room to run. NG prices are supposed to really take off, due to a supply problem. I'm focusing upon the key NG plays in the sector.

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