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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 (8762)	9/22/1999 8:50:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 15132

Thanks for the SFAM heads up... Amazing to see a company investing 25% of revenue into R&D! Speaks well for the future. I was wondering today if you would cover. Lam made a nice swing from peak to valley before recovering. You probably made some nice money on that move. Congratulations! Agree on the assesment of the sector. No bad news is allowed, but what else is new for any company with huge earnings growth expectations? IF you buy a company with a good management team that can execute, I think the future is bright. Lam has shown what sort of rewards are available to those that execute. I'm hoping the SFAM team can do the same. hapy trading! Kirk out