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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: speedy_speedy who wrote (7270)	11/7/1998 7:14:00 AM
From: Mao II	Respond to of 10921

RV: Not that I'm aware of. But Tech Value (TVFQX) is way overweighted in chips and equipment makers. (Also medical technology) Mao II

To: speedy_speedy who wrote (7270)	11/7/1998 8:12:00 AM
From: Mason Barge	Read Replies (3) \| Respond to of 10921

Radha - If you're interested enough to be a member of SI, why pay a mutual fund to invest in chip equipment co's? With commissions being so cheap, you will almost certainly make more money buying a basket of stocks and just holding it for 18 months. 80% of mutual funds underperformed the S&P 500 over the past 3 years. I would definitely include the leaders (AMAT, KLAC, NVLS). I'd be shy of SVGI and IPEC. The people here will give you lots of (conflicting) recommendations, but I'd choose among ASMLF, CYMI, SFAM, PLAB, ETEC, COHU, KLIC, CMOS, LRCX, EGLS, ESIO, and a few others. TER is strong but the price is high due to its booming business in circuit test.

To: speedy_speedy who wrote (7270)	11/7/1998 8:47:00 AM
From: Joe Dancy	Respond to of 10921

The Third Avenue Value Fund is overweighted in semi equipment. The guy who runs it - Martin Whitman - has been around the street a few times, he's in his 70's. Historical performance has been above average. Whitman is a real value based investor, buying out of favor companies and sectors. He was too soon getting into the semi equipment area, but will still do very well IMO. If you want to be in a fund with semi equipment, this one would be worth getting into IMO. I mention him at the very end of the following column on the sector: bizfn.com Joe