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Technology Stocks : Xicor ?

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To: Jim Green who wrote (535)	7/27/1996 11:59:00 AM
From: john rentchler	of 2920

Jim, There are 2 schools of thought . Put all your eggs in 1 basket , or diversify to several. Something to be said both ways. It boils down to comfort level. Margin is again a question of style and tolerance for risk. Xico and other quality semis and semi equipt stocks are on the move. I would catch a ride here if you have followed them thru this turn.The sector is coming back. The fund manager you refer to is Van Wagoner . Bright guy. Hot stock picker.Seems to know his stuff. Does it all on his own . Great returns. Got to do what works for you. Good luck, John

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