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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (19640)9/3/2004 8:40:27 PM
From: Spekulatius   of 78701
 
re Chip stocks. I think they are closer to the bottom than to the top at this point. I intend to add to my position in AMAT and OVTI in case of further weakness. I also like NVLS in the semi equipment and ADI, TXN and ISIL in the chip sector. I also like TSM (the largest Taiwanese foundry) which I sold a while ago and intend to buy back at lower prices as well.
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