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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: robert b furman who wrote (885)	5/11/2012 1:06:26 PM
From: richardred	Read Replies (2) of 8247

Hi Bob - I'm still into tech. A sector that has treated me well over the long haul. My NVDA doing nice so far today. My BRKS is not. I'm still a big holder of RTEC.. NVDA has 3 billion in cash, Minimal debt. FWIW-RTEC-LTXC-BRKS-ISSI-are my favorites for consolidation. I haven't looked at COHU lately. <g>

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