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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (7848)8/18/1999 7:29:00 AM
From: J. M. Blackburn  Read Replies (1) of 15132
 
re: "But I am a seller of AMAT into general market strength as my AMAT position from May was a positional trade only. Also, I would recommend that if one has any long term gain in these stocks as a result of a timely purchase made last year that they consider booking them."

Justa, what is your current feeling toward SFAM, SVGI, BRKS, CFMT and the other smaller caps, in general. Except for BRKS not many gains in this area of course.

Thanks Jim
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