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

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To: Demosthenes who wrote (6580)8/10/1998 2:10:00 PM
From: TMAC  Read Replies (1) of 42834
 
Demosthenes, I had heard Bob several times mention he has a position in TER. What he did add this weekend was that he now has a position in NVLS (high $30's). Furthermore several times over the weekend he mentioned the moves in NVLS, AMAT and KLAC. When a caller asked him his thinking on TER, Bob stated that he owned the company and did not expand. Wonder if his bullishness in this sector still includes TER? Or is he concerned that others in this sector are making moves off there lows and TER is lagging?

I am also looking to add to my positions in this area and am wonder where I'd be best served. TER @ $24 , NVLS @$41.5, KLAC @...????
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