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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: MrGreenJeans who wrote (3988)3/19/1999 7:41:00 AM
From: Lars  Read Replies (1) of 15132
 
MrGreenJeans,

>>>"We appear to be seeing some stabilization after four months of steady bookings growth, and this is in line with industry forecasts for 1999," said Stanley Myers, president of SEMI. "There have been no big surprises in either the chip or electronics markets to cause a sudden change in direction for equipment makers. We remain optimistic that a continued strong economy will lead to a more robust upturn by year's end."
>>>

Do you have any thoughts on the upside?

I read an article recently in my Outstanding Investor Digest and Marty Whitman believes the recovery will not be strong.

He believes it will be STRONGER than anyone believes is possible at this point. He has built some nice positions and continues to do so. It was a great article IMHO. Whitman is not a hypester.
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