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: marc ultra who wrote (5379)	6/4/1998 11:22:00 AM
From: Justa Werkenstiff	Read Replies (1) of 42834

Marc: No, I did hear Brinker mention Hodess by name if that is what you mean. We had a tornado in my area so we were interrupted by the national weather service several times and advised to take cover. I thought once it was Brinker calling the bear <g>. Brinker has maintained that savvy investors will look at the first half of this year to establish positions in this sector. This, however, is not a recommendation by Brinker. He sees the big caps as performing over the smaller caps in this sector most probably for liquidity reasons. If you look back at my posts, you will see I quoted on the AMAT board a Fidelity Select portfolio manager who got burned by the liquidity of these issues when institutions bailed at the end of last year. You can bet that experience is fresh in his mind and in the mind of other managers as well. And look at the smaller caps in this sector. As a group, they have come closer to testing their 1996 trough valuations when compared to the the aforementioned big caps. Brinker sees AMAT, TER, NVLS and KLAC as leading the charge out of the slump. But I can only speculate as to which ones he prefers in the above group.

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