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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: lizardK who wrote (2231)11/21/1998 10:04:00 PM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
Richard: Yes, look at his AMAT call:

Message 5609043

" To: james d brady (7216 )
From: Skeeter Bug
Thursday, Aug 27 1998 9:10PM ET
Reply # of 8756

james, now is a great time to put all your money in amat. after all, they only have a
maximum downside of $2 and change per bob. the upside is infinity ;-)

amat will crack $25 and go much lower. i'd love to hear bob explain why amat was a
$12 stock with HIGHER EARNINGS, HIGHER REVENUES AND A BETTER
OUTLOOK IN 1996 and it is worth $25, bare minimum, with LOWER EARNINGS,
LOWER REVENUES AND AN UPRECEDENTED (management's own words)
POOR OUTLOOK.

i'd love the "rationale." ;-)"

Richard: Sure, AMAT went much lower -- $21.5 and not the $10-$13 the Bug was and is looking for now and he thinks he has been right and that Brinker has been wrong. Check the numbers. Sounds like the new math is back in vogue. Thank goodness I took advantage of the slight discount to Brinker's $25 estimation of the bottom for AMAT. Thank goodness, Brinker was "wrong" according to Bugspeak. But if Brinker was "wrong," where does the Bug stand? As a contaray indicator because if you did put all your money into AMAT per the Bug's sarcastic advice you would be wealthy today.

The Bug is holding air and is claiming to be right. Well, I have got damn near a double and the Bug has got spit. But he is right and the market is wrong, according to Bugthink.

But what do you expect from someone who has posted over 14,000 times in two and one half years on SI? That is why they call the Bug "7-11." He is posting 24-7 and sells mostly junk food!!!
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