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Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI
PLAB 21.71-4.3%Nov 7 9:30 AM EST
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To: Stefan Gruenwald who wrote (130)11/5/1997 7:04:00 PM
From: Douglas V. Fant  Read Replies (2) of 388
 
Stefan,

I'm now at 60% of my peak returns from early October- a good year, and I've taken heed and moved into a bit more defensive of a position.

Primarily my big long positions are in CREAF,KLIC,INVX,ASND,SEMX, and also in MASK, BIOI, SFLX, and SMTL in smaller positions.

I am short in AOL, YHOO, and HDCO, just to balance out the portfolio, with a bit of a "downside play"....

Good luck!
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