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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 (6747)7/13/1999 12:03:00 AM
From: Math Junkie  Respond to of 15132
 
Bloomberg TV was reading from the first paragraph of MarkeTimer this morning. I understand from the BB website discussion group that some people in Seattle had still not gotten their newsletter. I sure hope that Bob will consider a more expeditious/uniform means of delivery if he ever has a bear call.



To: Justa Werkenstiff who wrote (6747)7/13/1999 6:54:00 AM
From: w0z  Respond to of 15132
 
I think there people are missing the boat on CYMI as it is really a derivative investment in ASML.

Agree completely. And COHU is a similar proxy for TER but at a fraction of TER's valuation:
techstocks.com


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