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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: MythMan who wrote (29774)4/1/1999 2:41:00 PM
From: John Pitera  Read Replies (1) of 86076
 
You fighting SI itself on AMAT and the semi's

"Even though his fund is pretty much equally weighted, he is favorably biased towards the
semiconductor area. He has been building up a position in the sector over the last 3 months. His
largest and most favorable positions include; Texas Instruments (TXN 99 1/4), Applied Materials
(AMAT 61 3/4) and Xilinx (XLNX 40 5/8). Two recent additions to the fund in that area include
Altera (ALTR 59 1/2) and Maxim Integrated Products (MXIM 54 1/8).

127.0.0.1:3456/SI/~wsapi/investor/newsletter-108
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