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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Investor2 who wrote (4677)	4/22/1999 4:51:00 PM
From: Justa Werkenstiff	of 15132

I2: "There has been MASSIVE buying in CYMI over the past couple of days, along with a nice spike up in price. I bet one of those 100,000 share trades was yours, eh?" You betcha. Piled in again at $17. Time to talk about CYMI being a $100 stock yet <g>? What do you expect from an Investment God who can do no wrong and has never had a dog stock <GGG>? My analysis that this was a rolling correction in this sector was dead on and I piled in damn near everything I could find and even more <g> on Monday and Tuesday especially in the big caps (I had been trading them after bailing earlier this year) in anticipation of a good BTB. Buy on any weakness in this sector. I am even averaging up in the early going here in the second tier. Portfolio managers have come to the conclusion that the recovery is spreading out after this last BTB. I heard one yesterday say just that on CNBC. He said he has all the large cap semi equips and has suddenly realized the value in the small caps of this sector. Duh??????? Now this is the time for the second tier. Rock and roll.

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