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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (6072)	6/20/1999 10:04:00 PM
From: Lars	Read Replies (1) \| Respond to of 15132

Justa, >>> Re: " Meanwhile the Internet speculators have been decimated an even SCH was been given a 40% haircut.... There is plenty of skepticism and fear all around, if you chose to recognize it as such." Yeah, Chuck seems plenty scared . >>> Personally, I wouldn't mind the correction or bear. It would become much easier for me to invest (while everyone is running to the exit). I have my bargain list ready. 12 months, maybe more maybe less, of hell for most will be heaven to me. It would be fantastic to pick up great businesses at reasonable prices. Hint: Oh G, it will be time to KO Mr. Market. I will have to put some of those shares away for my kids and grandkids. Come on Justa, let's go bear hunting. HA!

To: Justa Werkenstiff who wrote (6072)	6/20/1999 11:23:00 PM
From: Chuck Rubin	Read Replies (4) \| Respond to of 15132

I don't think my post should be interpreted as "scared." Altho I agree, when investing in the market investors should always have an element of "fright" to keep them diligent. As I said, if a bear is coming, I agree with the investment style of the UltraBear Fund, and I am ready to contribute generously to it if it happens. All I am saying is that I don't agree with Bob's "flabergasted" comments that he can't understand why the internets are trading at the values they are at. Bob is concentrating on the market "value," not the attempt of these Companys to capture market share. That's what investors are buying. The future of the internet is awesome, whether or not we get a bear market, they will rebound with a vengence in the next bull, or after a correction, or continuance of the bull market or whatever and should not be obsessively talked down as Bob seems to do week after week. He sounds like he doesn't understand or is completely flabergasted that they are as high as they are and says they shouldn't be, and I am saying other savy investors look at it differently then just simple capitalization or valuation. Matter of fact, most stocks are looked at for their future potential then their current valuation. chuckr