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Technology Stocks : KLIC Holders
KLIC 40.23+0.8%Nov 3 3:59 PM EST

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To: lindalib who wrote (67)12/10/1996 9:58:00 PM
From: j.m. lillich   of 74
 
I've been looking at Cable Design Technology (NAS: CDTC) lately as a potentially nice high-tech play. CDTC makes non-ferrous networking cable, is growing nicely, acquiring cos. Barron's article on Harvard's endowment portfio story this month made it one of its top picks. I thought it might be of interest to KLIC investors - Information Age infrastructure investors. No matter what way the biz goes, it's going to be networked. This co. looks good, although I still lack some information on it, namely debt. It's based in Pittsburg - I like that - no caffe lattes on the expense account ...

BTW, the other co. the Harvard investment guys (who have done _very_ well) are interested in that is of interest for us info-infra types is Corning (albeit selling at a P/E of about 59.)

Thoughts? Range of CDTC for last year is about $20 - $50. It closed today at ~31.

TigerMike
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