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I don't know when's the last time I updated those.
Those are good companies! Really! OREM was bought out, TOL is going to make the Forbes list one of these days, AMAT is stellar, ADI is fabulous, BORL I'm gambling on, and the others I can't remember...
OK just checked this is what I have on there: BORL REY UTR COHU HELX ADI AMAT TOL UTEK LSI VLSI OREM CTI DSPC
I'm pretty proud of that list! There are some spectacularly good companies (CTI, ADI, HELX, AMAT, COHU, UTR) some turnarounds (BORL), some future gold mines (UTEK), some niche players (DSPC), one already taken over (OREM), one mystery (LSI), one stable player (REY) and one inexpensive communications play (VLSI).
Was trying to pick illustrative different types. In any case that was an old list!!!!
I've noticed - everyone's ignoring my caution about the semi-equip BTB aren't they? Like I said I have no idea how much news is in the stocks and that's been my hardest problem. |
