| To: Mephisto who wrote (34845) | 4/15/2000 4:40:00 PM |
| From: Gottfried | Read Replies (1) of 70976 |
| |
Mephisto, [edited] Barron's has an interview with Larry Bowman, manager of a successful tech fund. Buy Barron's just to read that one item! He sounds realistic, careful and optimistic about tech. Mentions semi equips, semiconductors and networking companies as having the strongest fundamentals. This guy is no Jim Cramer, he's an engineer by training.
Online it's called "Still High on Tech".
excerpt
Q: Which sectors are seeing this sequential revenue growth?
A: The sectors with the strongest fundamentals right now -- I am not talking valuation, I am talking business fundamentalsare semiconductor capital equipment, semiconductor stocks, networking companies, in which we would include broadband companies in that category as well as niches such as semiconductor foundries like Chartered Semiconductor Manufacturing, and Taiwan Semiconductor Manufacturing.
But Larry also has several cautions, so please read the whole interview. E-mail me if you cannot find Barron's.
The link for subscribers is...
http://interactive.wsj.com/articles/SB955752027700712445.htm
Gottfried |
