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Technology Stocks : Ultratech Stepper -- Ignore unavailable to you. Want to Upgrade?

To: Mark Ableson who wrote (2482)	5/27/1998 4:13:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 3696

Mark: I am loading the boat on individual issues. I am not buying LRCX but I am buying the rest. There is no fund that I know of that is dedicated to this sector. Besides, I want to pull the trigger when I see compelling value. I don't want to delegate that task to a institutional manager. My experience is that as a group they are more inclined to chase good performance. I try to establish my positions before that good performance occurs. Call me a plunger <g>.