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

To: Wally Mastroly who wrote (7674)	8/11/1999 12:12:00 PM
From: Wally Mastroly	Respond to of 15132

Beige book out today at about 2 P.M. - update not in the link yet: bog.frb.fed.us

To: Wally Mastroly who wrote (7674)	8/11/1999 1:01:00 PM
From: Justa Werkenstiff	Respond to of 15132

Wally: I have no access to Needham report. All I can say is that O'Neil is flying solo on this one and is, I believe, focusing on one machine. Valuation is always a problem when the long bond is surging. Would he say it was undervalued with the long bond at 6%? SSB analyst who said AMAT had no upside in low $60s is now more positive after an Asia trip. It is part of the game to be daring during a company's quiet period. AMAT can offer no comment so the report stands uncontested by the company. AMAT to report August 17th. CC: (800) 633-8284 #12884478 7:00 pm EST. CPI same date. BTB - August 19th. August 20th - Options Expirations. August 24th - The Green Man does his thing.

To: Wally Mastroly who wrote (7674)	8/11/1999 2:48:00 PM
From: Wally Mastroly	Read Replies (2) \| Respond to of 15132

Re: AOL..Brinker questions the business model; but here's some yes votes: - courtesy of Bambi-does-Frisco: cbs.marketwatch.com - Tom Wolzien, a media analyst at Bernstein, had positive comments regarding AOL, citing "safety, simplicity and security" as reasons to consider the stock. Wolzien, who has a $100 to $105 price target on AOL, said AOL's advertising potential, a nonthreatening advance by Microsoft.. and the possibility of AOL's selling its ISP business to AT&T lead him to believe that the stock is compelling at its current level. - Lehman Brothers Internet analyst Brian Oakes, in a note to clients, wrote that AOL "believe it or not ... looks cheap!!!" Oakes, offering a P/E-to-growth valuation analysis, said that AOL is trading at a 5 to 40 percent discount to other high-tech growth companies. Oakes reiterated his "buy" rating and said he stands firm on his $200 price target...