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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Carl R. who wrote (8820)	9/24/1999 9:20:00 AM
From: Justa Werkenstiff	Read Replies (2) of 15132

Carl: Re: "As for leadership in the tech sector, concerns about chip and motherboard availability are likely to continue to adversely affect computer makers and related companies, which will filter down to the semi-equipment sector, so I don't see these rallying strongly here." I don't either. Re: "For now it would appear that the strongest sector is likely to be software, including CRM and BI, which conveniently happens to be where I have been investing lately. A few overvalued companies suffered yesterday, but for the most part this group held up well, and many of them were actually up yesterday." The jury is out on this proposition. Yesterday's NASDAQ's sell off was inconclusive as it happened too late in the day. Contagion can spread quickly in this market and it could end up to be an overall technology sell off. I am not interested in investing in the technology companies unless there is some kind of resolution to the downside. Any resolution may not take place this month.

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