Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Cynic 2005 who wrote (5047)	5/20/1998 1:39:00 PM
From: Justa Werkenstiff	Read Replies (1) of 42834

Mohan - Maybe the only reason this thread has become a "Hail Bob" as you think is because he is being unfairly criticized by an internet nut who is on a shooting spree of misinformation. Guess who? Your comment about "his being right on the market for the wrong reasons" are difficult to swallow. He does not view the fundamentals as "great" currently. When did he say that? Maybe he said that on January 10-11, 1998 or thereabouts and he was right. What was your position on January 12, 1998? Somehow I bet you were a tad bearish. The fundamentals are acceptable to him now so as to remain fully invested with the possibility of a correction of less than 10% at anytime. He sees no bear market possibility at least until the fourth quarter of 1998. He has mentioned the liquidity factor quite often. He has mentioned the growing money supply during his show too so there is no need to wonder. But I wonder. Are you getting his show where you are? You are right. STII is having its problems currently. No, Brinker's understanding of the semiconductor capital equipment market is not "horrendous." That is plain silly. It is a difficult sector to follow. Most semiconductor capital equipment executives have missed the boat too as have most if not all analysts. And we expect Brinker to be smarter than them? Interesting. I am glad you think Brinker has integrity. If that is the case, I am not sure why you said this: "The way I see Bob now is no better than a Wall Street broker whose only interest is to see perpetually higher stock prices so that his very livelihood is not threatened." Check it out: techstocks.com

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