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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: matt dillabough who wrote (12049)	11/17/2004 8:16:42 AM
From: Proud_Infidel	Respond to of 25522

FWIW, some are now looking at semis: biz.yahoo.com Wasatch Managers Gravitate to Semiconductors Managers Chris Bowen and Ryan Snow run young Wasatch Heritage Growth (Nasdaq:WAHGX - News) in the same fundamentally driven growth strategy that has made funds like Wasatch Core Growth (Nasdaq:WGROX - News) and Wasatch Small Cap Growth (Nasdaq:WAAEX - News) successful. Bowen and Snow often look for out-of-favor stocks with strong growth prospects. Last summer, for instance, they scooped up homebuilders like Pulte Homes (NYSE:PHM - News), which swooned under the threat of higher interest rates. These days, they've been homing in on semiconductor stocks, which have struggled along with the tech sector this year. Their favorites include Maxim Integrated Products (NasdaqNM:MXIM - News) and National Semiconductor (NYSE:NSM - News).