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: Justa Werkenstiff who wrote (6270)	8/1/1998 2:48:00 AM
From: marc ultra	Read Replies (2) of 42834

Justa, re semi equipment. Decent move going on, I wonder if this may be the start of something as some may be smelling future bottom as long as Asia doesn't have a further major collapse. Even UTEK had a decent week. I've gone with a little AMAT and now some KLAC, I'm not sure if NVLS and TER as compelling at this point. Care to comment? I'm impressed by the strong negativity of some on AMAT board with some talking about put buying and shorting into this rally, may bolster the case that we're near a bottom though a lot of them are bearish on the overall market anyway Marc

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