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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: MythMan who wrote (29774)	4/1/1999 2:41:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 86076

You fighting SI itself on AMAT and the semi's "Even though his fund is pretty much equally weighted, he is favorably biased towards the semiconductor area. He has been building up a position in the sector over the last 3 months. His largest and most favorable positions include; Texas Instruments (TXN 99 1/4), Applied Materials (AMAT 61 3/4) and Xilinx (XLNX 40 5/8). Two recent additions to the fund in that area include Altera (ALTR 59 1/2) and Maxim Integrated Products (MXIM 54 1/8). 127.0.0.1:3456/SI/~wsapi/investor/newsletter-108