The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (6045)	6/21/1999 1:16:00 AM
From: marc ultra	Read Replies (3) of 15132

semi capex and bear market. If Bob calls a bear while this semi capex cycle should still be running you guys planning to hold and maybe hedge or dump. I 'm holding with personal money and substantial short term capital gains. It seems to me with their giant beta they could implode in a bear but on the other side it looks like any near term bear won't be from recession and this may be a multi year cycle. Opinions? Marc

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