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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (4977)5/5/1999 5:09:00 PM
From: Andrew Vance  Read Replies (1) of 15132
 
Just a quick note relative to today's issue of RadarView that the requestors of this thread have received.

How often do you flip a coin and get both heads and tails, since the coin lands on its side?

All the negatvity we spoke about today was apparent at the open and some of our fears were coming true. However, as you are aware, we disregarded all of this in our commentary relative to the semiconductor sector. In the face of all this negatvity we stayed our course with the semis, which then posted some nice advances within the Big Bet category. The semis were strong, in the face of the surrounding adversity. They maintained their strength an then exploded as the markets returned late in the session.

The DOW and NASDAQ looked as if they were going to collapse at the open. The semis started their performance rally early in the session, despite the declines everywhere else. The semis also kicked into gear with the general afternoon rally.

Make no mistake about this: We loaded up last Thursday, Friday and somewhat Monday going into today's remarkable rally. Yes, I call it a rally, whether we see a collapse tomorrow or not. Look at the BIG BET table over the last days and see the heavy emphasis placed there and today's end results.

For the subscribers of RadarView, they have come to expect a few days of preparation before moves such as this. As usual, we were accurate but not precise. Missed the comeback date by 3-4 days and did not catch the absolute bottom by a day or two. For those of you receiving this week's free issues, you should have been able to make enough profits to afford this newsletter today alone. As we wind down this week, you most certainly have enough free information to profit going forward and may not need to subscribe. That is a decision you will make but you will be missing out on more of the same when it comes time to rotate out of these stocks and into other prospects.

You also will have to mentally wrestle with the "pay for performance" scenario. How often are you allowed to see and participate in the positive performance prior to having to pay for the service, in the financial sector.

We are brash at times like this and we cannot guarantee future performance as you have seen this week. The free trial subscribers actually came on board at one of the worst times for us. We were scratching the bottom and coming out of a lull after a selling cycle. Thankfully, with a day or two to spare, we started the upswing of possibly a new cycle. To be truthful, some of today's gains might even be construed as a cycle in itself<GGGG>. KLAC and AMAT were both up 10% for the day. But the fact remains that we delivered on our "promise" this week.

Specifically:

NSM was highlighted today in the news section in red as something to follow from prior to the open. NSM closed at $14.56 on Tuesday and Open at $16 today. Volume was hot and heavy as well as their announcement. A quick entry at the open ($16) yielded a 10% no brainer as NSM reached an Intrady high of $18 and closed around $17.69 for the day. If this wasn't the vehicle to cover the subscription fee for the past week, we have nothing to offer propspective clients. The initial news release occurred well after most people were asleep last night and may not have appeared in your normal information sources this morning. We strive to be as real time as humanly possible. This is as real time as it gets since everyone was prepared for the 7:45 am BusinessWire news release and had more than an hour and a half to make a final decsion. Furthermore, since these things take time to be posted to the internet sites, everyone was able to contact their brokers to watch for the real time releases in advance of the internet postings. We cannot demonstrate the service as clearly as we have just done.

The turnaround in the market started at about 1 pm today. The media is trying to now dispel some of the negatvity. In other words, they are being fickle again.

Just think:
170 point move in the DOW since 1 pm today.
Almost 100 point turnaround in the NASDAQ.
RadarView was a Raging SEMI BULL while others took the more conservative approach.

This message is being posted here since many of the free trial subscribers came from readers of this thread and hopefully they have benefitted from it. I am also going to going to promote the newsletter here by offering any reader who mentions this SI thread a $100 discount off the cover price OR pay $100 to any reader of this thread for every full priced subscriber that pays in full and mentions their name. A Win-Win situation for all. You will not see this offer posted anywhere else on SI for at least the next 30 days and hopefully it willincrease my subscriber ranks and will increase the readership of this thread.

Andrew Vance
RadarView Newsletter
stepman@hotmail.com

BTW-should anyone find this post unethical, spam, or inappropriate please request this message be deleleted from this thread and point the webmaster to this paragraph as my request to have this message deleted. Apparently the auther needs to request the deletion so this should act as my implied and written request to delete this message.
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