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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (4622)4/20/1999 8:51:00 PM
From: Justa Werkenstiff  Read Replies (2) of 15132
 
** Semi Equipment Commentary **

FWIW, today I increased my AMAT position four fold and doubled up on NVLS.

I have observed the trading of this sector and believe we have just completed a rolling correction. First to go were the small caps in this sector over the past month; then this was followed by the large caps this past week on the heels of options expiration. I think it is noteworthy that AMAT was the last to break today. NVLS, TER, KLAC were all up for the day and the small cap semi equips held steady and many finished to the upside.
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