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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (983)9/13/1998 8:36:00 PM
From: Demosthenes  Read Replies (1) of 15132
 
Justa,

<<Brinker has a position in Intel again.>>

Great summary for Saturday's show. I think it's interesting that he said he now owns Intel. I listened to the show, but I don't recall him mentioning it. So he's "bullish bullish bullish" on the market and, obviously, Intel. But what is he thinking about the semi equips?
I'm am totally lost here. As I recall, AV put the proverbial stake in the ground and predicts the equip orders will come the end of Q2 99. I understand that historically the stocks move up in anticipation about 6 months before the orders come in strong. This means that a rally could be less than 1 quarter away.

Has Brinker given us an opinion as to when the equips will turn? Is the above scenario feasible or likely?

Regards, D
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