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

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To: Justa Werkenstiff who wrote (6828)8/13/1998 8:49:00 PM
From: marc ultra  Read Replies (1) of 42834
 
Justa,re semi equipment: thanks for your ideas on the equipment stocks. While it is anyone's guess when the upturn will occur I'm beginning to think we are indeed very close to a bottom. With tons of big money ready to pull the trigger at the first good indication of demand returning it would be very hard to try catch the bottom without having them run away. As to long term I have little interest in putting a bunch of these stocks away for years, I'm mainly looking to ride the next upturn a good part of the way and I think the bulk of any move will probably occur by 2000

Marc
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