<lol> Poor MASK.. Care to share any of your own work on possible performalnce for the photolith sector, Carl? I Had worked up some pricing targets a while back, but can't find them at the moment ( I am traveling for a couple more weeks, and won't be at my own desk to look up "stuff" til then).
The move to smaller caps, and value stocks seems to be under way, I concur... I've noticed it in BARAX and FUSMX, as well as my VanWagoner package (VWPVX, VWMCX, VWMDX)...and hope their strong trends continue.
I'm hoping to get some better info on the communications stocks, the smaller tech plays which will support "broadband" --widely described -- into the home. Any/all thoughts appreciated, if you come across anything. I have TXCC, and I like VTSS, in the general comm line, but they aren't targeting the market that ATHM and the DSL providers are after. So a good prospect or two would be nice.
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