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Growth And Value

08/29/06 9:52 PM

#7 RE: e5oo #6

BRLC, Well I'll say one thing. Institutional investors are buying up a bunch of shares. In fact it's 11.5% of the portfolio of Noesis Capital Management Corp.

http://moneycentral.msn.com/investor/invsub/ownership/ownership.asp?Symbol=BRLC

I do agree that the SEMI industry is due for an upturn. Analysis are predicting double digit growth for 2007. Alot of SEMI stocks have been beated down to where they have very low valuations.

I'm in LTXX, UCTT and INTT with LTXX being one of my largest holdings.

Good luck to you!!