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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST

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To: Cary Salsberg who wrote (5477)9/20/2002 11:31:03 AM
From: Proud_Infidel  Read Replies (1) of 95420
 
Cary,

I initiated a very small position in LLTC today. But I am curious as to how it became one of your favorite stocks, even with its Microsoft-like margins, since it still trades well out of the range I thought you considered stocks as values.

Brian
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