SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Investor2 who wrote (121)8/17/1998 9:57:00 PM
From: Justa Werkenstiff  Read Replies (3) of 15132
 
I2: I will speculate based on Brinker's commentary that he has held at least some TER through the downturn and so I do not think it is a new position. But based on his previous statements, I believe NVLS is a new position for him as of the week prior to his last broadcast if he even still has it. Be warned that Brinker is a heavy trader of these stocks.

I just got off a call with SFAM, and they have six months visibility and they do not see a recovery yet. Nothing has changed. They continue to troll along the bottom. DRAM overcapacity is the killer. This downturn is going to take more time. This is not a 1996 "V" recovery. The tone of the call was downright depressing. My source even chided the sell side analysts for their recent positive statements.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News