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

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To: Justa Werkenstiff who wrote (5376)6/4/1998 12:16:00 AM
From: marc ultra  Read Replies (3) of 42834
 
Justa, I know that earlier Brett Hodess had been looking for a possible bottom in the semi capital equipment stocks around the start of the second half here and I was out of town the last couple of weeks and only briefly heard Bob making a comment on this. I wonder if you heard Bob's comments on this if you could enlighten me on his current thinking and earlier was it AMAT, TER, and NVLS that he preferred in the group that I thought he once mentioned?(other than the one he has officially recommended) I see that Hodess seems to have a buy out on most of the equipment stocks now. Thanks

Marc
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