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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: RFH who wrote (9536)	12/12/1999 5:25:00 PM
From: JZGalt	Read Replies (1) \| Respond to of 18928

RFH, No opinion on Korea Fund. I dropped all my overseas funds a while back and have done just fine. I always hated those distributions at end of year anyway. Don't just concentrate on the things I suggested. Take a broad brushstroke through the semiequipment area and look for strategic strength (sometimes related to market cap). as well as niche players in the 1/2 billion dollar market cap area. This is going to be very large multi year push and there are just some American companies that are going to profit from it. I don't have time or energy to lay it all out for you, but spread your wings beyond just PLAB, ASYT or AMKR. ---- Dave