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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Diamond Jim who wrote (5816)7/10/1998 8:52:00 PM
From: Rillinois  Read Replies (4) of 42834
 
james and Skeeter,

I wonder if Bob will finally admit he was wrong when he said the Asian crisis won't effect the semi-equipment makers because in order for the chip manufactures to be competitive they had to have the latest equipment.

I wonder if Bob will finally admit he was wrong when he said in Jan-Feb '98 the semi-equipment makers would not see the "benchmark" lows they made in December.

I wonder if Bob will finally admit that even though the semi-equipment makers will eventually turn around at some point in the future that undoubtedly the right call since late last summer would have been to be short this group or have no position at all.

I wonder if Bob will finally admit he reamed "Jerry" a little bit too hard when he labeled him as seeking short-term gratification.

I wonder if Bob will finally admit he should have changed his rating on UTEK after the Asian crisis hit instead of being so hard headed. I believe UTEK was in the high $20's through out November. He would have had a small profit on his July recommendation to buy at $24 and he would have had a small loss on his October recommendation to buy at $30. Obviously new information hit the markets after the Asian crisis hit, he should have explained the fundamentals have changed and thus our opinion has changed. But instead he kept on telling subscribers to take advantage of the short-term weakness because the Asian crisis won't stop the semiconductor manufactures from buying the latest equipment.

I wonder if Bob will remind his listeners about his MSFT and VOD recommendations this weekend without any mention of UTEK.

I wonder if Bob wishes he hadn't told a caller in the winter that he "ABSOLUTELY" still liked UTEK even after the Asian crisis because, as he explained so many times, the semi-equipment group wouldn't be effected since in order to be competitive companies had to buy the latest equipment.

I wonder if Bob will finally admit he made a mistake. Just once.

I wonder if Bob will stop acting like he actually knows something about the semi-equipment group.

I wonder if Bob will acknowledge that AMAT has virtually given back everything since he recommended purchase @$25 on Nightly Business Report on September 22, 1995.

I wonder if Bob will give himself as much blame for talking up the semi-equipment group over the last few years as he gave himself credit when the group was on fire.

I wonder if Bob will show some humility this weekend or if he'll just issue another ROARING BUY.

I wonder if Bob will start listening to what Skeeter has to say about the semi-equipment group.

Best Regards.

Rillinois

P.S. I wonder if Bob will act like he never told a caller a few months ago that he still likes Stanford Telecom, a recommendation he made on NBR on May 31, 1996, at $27 5/8. STII was trading in the high teens when the caller asked for Bob's updated opinion. STII is on the verge of becoming a hat size.
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