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

To: Dr. Bob who wrote (7759)	3/27/1999 1:25:00 PM
From: Joe Dancy	Read Replies (1) \| Respond to of 10921

I interviewed Amy Selner, Manager of the Berger Growth Fund for the IFC site on SI this week - she was in the top 2% performance wise in her fund class and an ex-technology analyst. She really likes two sectors in the technology area - the Internet sector and Semiconductor/Semi Equipment sector. She really thinks things will turn this year, sooner than later. With my interest in the semi equipment sector I about fell off my chair when she told me how much she liked this area - but then again I've heard these sweet whispers before :) FWIW her comments are at audioinvestor.com