Carl, You have a good portfolio there, imho. And DPMI and ETEC would be excellent additions. From mid-year, my expectation is that we will have two REALLY great years in the techs, and all the mask and related stocks will have a field day. I have quite a bit of CYMI, and I have been loading up on LTXX as it has made the run from 7/8 to 7 7/8. But I hope to be back in DPMI, ETEC, VECO, etc by mid-year --once I pull funds out of a couple little speculations, like CTEC (great percentage moves, for a really cheap stock, and good long-term prospects, in case I have to hold it)...
Do you expect a further market pull back with interest rate fears on the rise here?
TSo
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