Mike, Must agree with you once more -- DPMI's tie to the semiconductors will hold it back for the time being, apparently. But I am reasonably content...I don't expect to make much more than 25% a year, and DPMI has done nicely since the Jan low. Would you think that about Oct we ought to see a lot of the techs moving again -- and rather nicely? That's about when I suspect we could anticipate some RMBS action, along with some of my other favorites, LSI, for example, and DPMI, I expect will be more clearly visible as the winner in the "chip complexity" game. And ready for that move to 56...with more to come in '99.
BTW, VTSS and CTEC are two interesting holdings, VTSS as a lockup on the high speed GaAs, high speed, low power, chip market, and it is moving again. CTEC has a lock on a med instrument niche...I've been buying since 10 this year, and don't want to push it at 17 here, but you should have a look. I will be traveling for a couple of weeks, Mike, so hope you have a good one. I'll be hitting that little white pill again, and pretending I'm chasing O'Meara and Couples... will give you a report on how badly I whip them...
Cheers!! TSO |
