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 (9717)	11/6/1999 6:11:00 AM
From: Justa Werkenstiff	of 15132

Marc: Re: "When I just scanned BB.com. I noted tyrie didn't sound particularly sanguine with the increase in the ECRI and CIBCR." Thanks for the heads up. I will have to check it out. Re: "This move in big semi capex has been awesome. While I obviously did premature profit taking at least I still have a little TER and NVLS left." Yes, it has amazed me as well. But this has mainly been confined to the larger caps. NVLS, KLAC and LRCX have merely become derivatives for AMAT. Note how they have all converged in price whereas before they traded on their fundamentals and there was price differential. Not any more. This is a sure sign the big money is jerking with the stock. One more big sign is all the analyst reits as the priced has moved up. I do not believe AMAT will push past $100 before earnings. I believe it will correct between now and then. Something on the order of 10% at least. I believe its best chance for pushing past $100 comes after earnings. The one variable is the SOX. If it goes up, it may well push AMAT over $100.

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