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Mr. Burke, I read somewhere that you had some interesting thoughts on Semi's such as ATML, LSI, KLIC etc. I'm sure you have probably talked about them until you're sick, but I would appreciate it if you could recap your thoughts or patch me in to the section where you talked about them. Technically, these stocks look like there is nothing left on the downside, and fundamentally the valuations are looking as good or better than anything in the market. However, I am a novice when it comes to technology and whether these companies have what it takes to make it in the future. Thank you for any comments you could add, or sites to visit that would help. There seems to be an overdose of opinions, and mostly bad ones, but several people mentioned you knew quite a bit about semi's. By the way, I know a michael burke in Dallas, you're not the same guy are you? |
