David Katz Start Quotations

We think the semiconductor companies are starting to look very interesting, if you have a 12-month time horizon. Our favorite is Advanced Micro Devices, secondarily Intel at 25, 26 is interesting. We think (Advanced Micro), however, can go up about 50 to 100 percent,

People are looking for good news and, as they start seeing it, you're going to see more of these rallies, ... Businesses are going to start spending one day and they are going to start hiring one day.