The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (5340)	5/24/1999 9:13:00 PM
From: marc ultra	Read Replies (1) of 15132

I would guess if we get some half assed rally into June and the monthly statistics from May don't show fundamental improvement we could be looking at this ballyhooed inflection point in early June. On the other hand if the market continues to correct I'm not sure where we'll be. I think the recent action shows what will happen to even "raging buy sectors" like semi capex if we head into a bear market where multiple contraction will take no prisoners in high growth areas. Marc

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