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To: Lucretius who wrote (154727)3/5/2002 8:04:15 PM
From: maceng2  Read Replies (2) | Respond to of 436258
 
Here is my view.

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My longs are ADI and NSM, both because they are in military electronics. Got surprised by this tech upswing but it's working out so far. My view is my longs should outpace the semi equips. Sure I could get a surprise wrong, but the odds are worth playing imho.