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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Demosthenes who wrote (37278)9/15/2000 11:58:58 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
At least someone can see the light:

Tanaka, of the Tanaka Growth Fund

Opportunities in the technology are great when the sector is down.

He sees years of long-term growth in wireless and semiconductors.

Picks:

AMAT - ASML - NVLS - He owns all three. The semiconductor capital equipment area will continue to grow. The cycle is not over, contrary to some thinking. The whole group is down a bit.


netcog.com



To: Demosthenes who wrote (37278)9/15/2000 1:20:52 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Yes. A gentleman and a scholar. I always thought he did a good job of explaining matters financial at the all-employee meetings.