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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 (7848)	8/18/1999 7:29:00 AM
From: J. M. Blackburn	Read Replies (1) \| Respond to of 15132

re: "But I am a seller of AMAT into general market strength as my AMAT position from May was a positional trade only. Also, I would recommend that if one has any long term gain in these stocks as a result of a timely purchase made last year that they consider booking them." Justa, what is your current feeling toward SFAM, SVGI, BRKS, CFMT and the other smaller caps, in general. Except for BRKS not many gains in this area of course. Thanks Jim

To: Justa Werkenstiff who wrote (7848)	8/18/1999 7:58:00 AM
From: orkrious	Read Replies (1) \| Respond to of 15132

But I am a seller of AMAT into general market strength as my AMAT position from May was a positional trade only. Also, I would recommend that if one has any long term gain in these stocks as a result of a timely purchase made last year that they consider booking them. Justa, how do you reconcile this with your post on the AMAT thread that you would feel lucky to get any AMAT under $68? Why don't you want to hang on? Jay