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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (12302)3/8/2000 8:44:00 AM
From: mr. picker  Read Replies (2) of 15132
 
I have been reading this thread for over 2 years. Absolutely great discussions. I have listened/admired Bob for many years. Justa, you hit a nerve with this one.
>As a footnote, the "new economy" stocks should not include the biotechs as they do not lower corporate costs. Their move is purely speculative. This is not to say they don't have promise. But to run them up 100% in a few days shows the underlying speculation in the high flyers including much of the technology sector.<
I couldn't believe your predictions two years ago for the semi-equpment sector and have watched AMAT go from 30 to 180.(I sold at 55). I thought and continue to think that this was very speculative while you have first rate knowledge of this sectors value.
My background is the medical field. I have a fair knowledge of Biotechs/Genomics."Some" biotechs are worth every penny of their 100% run up. "Some" are up 1000%YTD and still are a value to me.
My point is that what some people call speculation is actually lack of knowledge. Do some DD on the biotech/genomics field and you will see a growth engine that makes the dot.coms look like tonka's.(Biotech's have patents that legalize monopolies.)
I will not spam and I'm not trying to irritate. Just adding alittle perspective.

thanks for your time.
sincerely

matt
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