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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (19651)9/5/2004 10:58:40 AM
From: Paul Senior  Read Replies (2) of 78751
 
Still holding all my now downtrodden chip stocks - NSM, ATML, AMD, CY, GNSS, AUO, LSI. A very out-of-favor sector now - with good reason. I am hoping the business and investors' perspectives are cyclical with the downs eventually to be replaced by ups.

Also as you know, related stocks are down as well. I'm looking for an entry price again for SEMI to build my position. Also this time around I may add to distributor AVT if I can get a little lower price.
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