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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (2711)	1/6/1999 4:42:00 PM
From: Justa Werkenstiff	Read Replies (2) of 15132

Marc: Jane Doe # 5 was an alleged rape victim. The Drudge story relates to a prostitute who believes her son was fathered by our President. For those keeping score, these are two separate woman <g>. Yes, still have TER, ASMLF, KLAC and AMAT. I sold some today into strength. Looks like I am out of NVLS at $46. Left some money on the table there. Ouch. Live an learn. I did not recognize the liquidity wave until too late. I will continue to sell these until there is nothing left to sell as we go up this early in the cycle. I rotated profits from sale of these into small cap semi-equips like IPEC-SFAM, CFMT, WFR, UTEK and CYMI during tax loss selling season. Also have PRIA, ASYT and PLAB. Did not add to the latter during tax loss season because of previous positions established during October melt. I figured that if turn around was real, the small caps in this sector would have the most upside potential from the beginning of the year on out. So far, so good as small cap semi-equips are on fire. Have lightened up on some of the smaller ones today but not to the extent that I have the large caps. Did take profits on UTEK trade today at $20.5 and probably left money on the table there too, but 30% in a few days will put Justa in Disneyworld in a few months and pay for a lifetime of subscrption of MarketTimer. Still like CYMI and WFR. WFR has a secondary offering overhang at $9.25 per S3 (between $9 and 10 with $9.25 cited) which should hold price down to earth. I was looking to hold the large semi-equip stocks throughout the cycle and get the long term capital gains treatment, but this liquidity wave has forced me to sell into strength especially since I am a walking sector fund and have to be disciplined against greed <g>. So my position is quite different than most here, and a man's positions determine his actions in a rational world which I try to keep my feet in even in the face of the internut crowd.

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