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FYI: (Click On Article Title At Top Of Google Search) Paul Wick is used to being alone in his convictions. When he started managing the $4 billion Columbia Seligman Communications & Information fund (ticker: SLMCX) in 1990, Wick leaned into semiconductors when they were performing “miserably.” Most investors were running the other way, having been burned by chip stocks, and Wick, then in his 20s, says he didn’t have the “intellectual baggage” to be wary. Regards, Ted https://www.google.com/#q=Paul+Wick’s+Long+View+of+Technology+barron's
