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Politics : Formerly About Applied Materials
AMAT 306.49-0.2%10:52 AM EST

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To: Proud_Infidel who wrote (41755)1/30/2001 9:17:47 AM
From: Jerome  Read Replies (1) of 70976
 
Interesting Magazine article in Technology Investor... Jan Issue...

In this issue they have five technology portfolios.Following is a description of each..

Core Holdings: AMAT,TXN,ORCL,NT,EMCCSCO
Aggressive: NVLS,XLNX,TQNT
Speculative:KLAC,SSTI,IDTI,SYMC
Ultra Speculative: PHTN
Turnaround: ATML,CYMI, LSI

What I found interesting is that this magazine went to press about Dec. 10th. When things are at their bleakest.

Their rational for their picks can be viewed at: www.TechnologyInvestor.com

Jerome
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