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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Rillinois who wrote (6132)7/22/1998 12:17:00 AM
From: mister topes  Read Replies (2) of 42834
 
Brinker has very clearly suggested consideration of a
dollar cost averaging approach to accumulating semi
cap equipment shares in large cap names in the months ahead.
He has also said he believes it is premature to be all out
bullish on the group pending better fundamentals down the road.
He has also said he does not expect AMAT do go below its
25 low, or NVLS to go below its 28 low. His UTEK recommendation
has been oft cited as a 1999 story and not for those looking
for short term gratification. His specificity on these points
has been clear week after week. He has even said he has not
yet bought AMAT KLAC or NVLS because he wants to see better
fundamentals and be patient. He has repeated this over and over.
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