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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (4515)4/15/1999 11:15:00 AM
From: Justa Werkenstiff  Read Replies (3) of 15132
 
FWIW, went long AMAT at $58, NVLS at $53 and KLAC prior to earnings at $45 11/16. Covered my XLK short this morning and am taking it to the bank. Fundamentals are catching up to valuations in the larger cap semi equips. I see nothing more than profit taking here. BTB next week should be strong. PC concerns are overblown with respect to these stocks. The small cap equip stocks looked strong during the sell off. ASYT looks to have bottomed and is holding real well up to this point. ASYT produces products that improve yield. KLAC, a yield company as well, posted good numbers with its report and ASYT may be following.

Look for continued weakness this afternoon if the dump continues. I see a good chance of this.
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