The Justa & Lars Honors Bob Brinker Investment Club Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Wally Mastroly who wrote (7674)	8/11/1999 1:01:00 PM
From: Justa Werkenstiff	of 15132

Wally: I have no access to Needham report. All I can say is that O'Neil is flying solo on this one and is, I believe, focusing on one machine. Valuation is always a problem when the long bond is surging. Would he say it was undervalued with the long bond at 6%? SSB analyst who said AMAT had no upside in low $60s is now more positive after an Asia trip. It is part of the game to be daring during a company's quiet period. AMAT can offer no comment so the report stands uncontested by the company. AMAT to report August 17th. CC: (800) 633-8284 #12884478 7:00 pm EST. CPI same date. BTB - August 19th. August 20th - Options Expirations. August 24th - The Green Man does his thing.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next