Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Justa Werkenstiff who wrote (8693)	9/20/1999 8:13:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 15132

Justa, You've been reading too much Wien, Metz, Abelson and Brinker. Probably sprinkled in a little bit of Dudack while you were at it. Quick, go for a little balanced Ralphie; even a raging "BAT"man. Shorting the equipment sector just prior to earnings season during the strongest upturn we've seen this decade sounds somewhat suicidal to me. Even if it is just for a trade. Easy come, easy go, I guess. Good luck, Ian. FWIW, I initiated short positions in TER, KLAC, AMAT, NVLS and LRCX as of today for a trade only.

To: Justa Werkenstiff who wrote (8693)	9/20/1999 10:35:00 PM
From: Carl R.	Read Replies (2) \| Respond to of 15132

Justa, I am shocked to find you of all people short the equipment sector. <G> Actually I agree that it overvalued, and I agree that this week could offer a decent shorting opportunity, but I think you may be a day or two early. I would suggest that you probably don't want to stay short past the middle of next week though. Good luck, Carl

To: Justa Werkenstiff who wrote (8693)	9/21/1999 2:42:00 AM
From: marc ultra	Read Replies (1) \| Respond to of 15132

Very interesting and gutsy move shorting the big four and LRCX. Since I dumped AMAT and KLAC I'm just still holding TER and NVLS in small amounts. You've been very sharp on these trades usually, it will be interesting. Good luck with AMAT and KLAC<g> Marc

To: Justa Werkenstiff who wrote (8693)	9/21/1999 1:28:00 PM
From: Thomas M. Carroll	Read Replies (1) \| Respond to of 15132

Justa, What kind of a drop do you look for in AMAT, TER, KLAC, etc. Would somewhere in the 10% range be on target or are you looking for more as a trade ??? Tom C