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To: Herb Fuller who wrote (1452)	1/3/1998 11:17:00 PM
From: Gottfried	Read Replies (1) of 1894

Herb, I'm just rereading Michael Gianturco's "The market that beats the market". It deals with tech stock investing. He says the semi mfg stocks usually lead, followed by box makers, followed by software stocks. Mr Gianturco is an occasional contributor to Forbes and president of the "Princeton Portfolios", at least as of 1995 when the book was printed. Reading it the second time, after my disastrous late 1997 tech stock experience {AMAT,KLIC,QNTM - 'nuff said)I get much more out of it and find I'm even able to critique him with some confidence. I've also started to look more at 10 year charts to divine the "cycles" for each stock. There is an uptrend, too. Some call that - can't think of the word now - the opposite of ecclesiastical. Anyway, if you feel like it look at a 10 year chart of KLIC. What an opportunity! Maybe MrB would care to give us his opinion on KLIC as a buy? I'm seriously considering getting in again. GM

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