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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (11255)	10/10/2000 8:51:59 PM
From: Grommit	Read Replies (1) of 78615

Paul, Thanks for the info. I also agree about techs and think that it may be a reasonable time to add. I am already a (relatively recent) owner of NSM, KLIC, KEM, CTS, SCI and others, and I think AMAT is the next on my hit list. Maybe. It's one of those market leader that everyone has to own when the semi outlook is less cloudy, and the PE is pushed up to 48. Everyone prides themselves in owning AMAT. It may be a bit pricey now, so I'm just lookin'. quote.yahoo.com^SOXX+intc+txn+tsm+amat+brcm+stm+adi+umc+kyo+mu+altr+vtss+lsi+amd+atml+nsm+cy+cree&d=0b stocksheet.com

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