Word: sectored
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Software is my favorite sector. It's probably the least impacted by the telecom glut of overcapacity. But within the semiconductor space we have a number of investments, and one of our favorites is the world's largest semiconductor-packaging company, Amkor Technology. Their fundamentals right now are absolutely miserable, and they are losing money, but the stock has stopped going down in spite of the bad news. It is far and away the technology leader in semiconductor packaging...
Their secret? They're better operators than the former owners, publicly owned utilities, and they can use economies of scale to their advantage. Despite the fact that no new plants have been ordered in almost a quarter-century, the nuclear power sector still accounts for 20% of the nation's electricity supply. During the past decade, output has increased 25%, equivalent to building 23 new 1,000-megawatt plants. And the beat will go on: the initial 40-year licenses of a small but growing number of units are being renewed for an additional two decades...
...Senate. the Alaska National Wildlife Refuge? The new head of the Senate Environment and Public Works Committee is none other than Jeffords himself, who presumably did not have the Administration's environmental interests at heart when he jumped the fence Thursday. The rebirth of nuclear energy? Well, the private sector won't build any more plants until they've got a place to dump the waste, and Jeffords was handed the job as a reward by its true heir, Harry Reid of Nevada. Where he vigorously opposes the opening of Yucca Mountain for said storage purposes...
...Though Houston no longer relies so heavily on the energy business (down to 48% of the local economy from 82% in 1982) the turnaround sure feels good after the city lost more than 15,000 energy-sector jobs two years ago, says Barton Smith, director of the Institute for Regional Forecasting at the University of Houston. It has gained those jobs back, plus some. Says Smith: "The current boom is what's keeping Houston afloat while the rest of the country is suffering...
...release of the new proposal before dismissing it as a sop to Big Oil. They incessantly lambaste the Clinton Administration for neglecting the nation's long-term energy needs. And they scoff at any critic who suggests that the White House is too close to the energy sector...