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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: mister topes who wrote (2858)1/16/1999 11:11:00 AM
From: Gary D  Read Replies (2) of 15132
 
Semiconductor capital equipment update: the overall market
may have taken a hit this past week, but the semiconductor
capital equipment stocks fared pretty well. I think it was
in September and October that Bob predicted, for some of the
larger-cap semiconductor capital equipment stocks, that in
the next upcycle, they'd see at least a doubling or tripling
off their Sept-Oct bottoms. Well, it seems we're already
there: Here's how the stocks in this category that Bob has
mentioned over the past year (but not specifically
recommended) have performed to date:

Low Fri Close Ratio
AMAT 21 9/16 56 3/16 2.6
KLAC 20 3/4 58 17/32 2.8
NVLS 20 7/8 74 3/8 3.6
TER 15 55 7/8 3.7

So far I'm pleased that my sell button is not working.
But next week I might wish I had repaired it.

If we can turn-on the internuts to these stocks, they
will have even more potential. I almost talked an
internut who was loitering in the local Schwab office
into buying NVLS at 72 <g>.
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