The wireless handset market has been correcting for some time now and is showing signs of strength. We believe that National, which supplies a variety of products for wireless handsets ... is also well positioned to benefit. In our view, NSM is one of the most inexpensive stocks in our universe.

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I think the dominant theme is the extraordinary strength in the PC market and obviously the microprocessor market in the fourth quarter.

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It appears that Intel's significant shortfall in Europe is company-specific, although the exact cause of the shortfall is still unclear.

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The classic pollution problems of the past are largely gone. Now, we are talking land-use issues. It's a trickier nut to crack.

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