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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (27636)	8/7/2007 2:47:02 PM
From: Bill Wexler	Respond to of 78802

Take a look at TQNT. In my view, kinda similar position in the cycle as ADPT + a comfortable cash cushion. I'm a long-time AMAT investor (I usually take large position in the teens and sell off bits after it runs). The current run in AMAT took me by surprise, as I wasn't expecting an upturn for at least another year or two. May be portending interesting things for some of the smaller semis (many which have been in a horrific bear market and are trading in the single digits) and tech in general.