The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (3494)	2/26/1999 1:46:00 PM
From: Kirk ©	Read Replies (1) of 15132

From the sectors I follow... Everyone wants out of PC and semiconductors and are betting on internets! Still looks like only super growth (internet)is attracting money and price is no object. The whacking to the box makers is across the board and Dell still has a crazy valuation while IBM and HWP are almost getting a discount to the S&P500. Amazing market! Still seems like selling into strength (for reallocation and cash for buying op's) and waiting for a good pull back is working for me. I don't have the cajones to short it but you seem to be doing well! I guess the trick is they usually overshoot so you have to be good at picking that point of over bought to short and make money.

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