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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (2716)1/6/1999 5:36:00 PM
From: marc ultra  Read Replies (1) of 15132
 
Justa, re semi capex

Thanks for the info and your ideas. While it wasn't any plan I sold off some NVLS at 66 5/8 today, these were some extra shares I bought around October planning to take a tax loss against some shares I bought at 38. No point in pressing my luck with a giant sector fund as you say as I hold all the other biggies as well as ASYT and UTEK. Well I told myself these semi turn around opportunities only come around once in a few years so hope this one works out good for us. I would love to see UTEK take off just to shut up Bob's critics but if I have to make some money along the way also I guess that's a burden I'll bear. :-)

Marc
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