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

To: Lars who wrote (9655)	11/4/1999 11:20:00 AM
From: Kirk ©	Respond to of 15132

RE>>Congrats on LRCX. What other stock are you buying? >>That 6.36% isn't bad either. Thanks. I still hold 5/6ths of my LRCX shares as I expect it to outperform the sector as it closes the valuation gap with AMAT and the others. With gaining market share, there is even more upside. I've been buying BOWG under $1.000. Goal is for that to make the LRCX returns appear like chump change. 8) To aid the above goal, I talk about my other picks with more realistic return goals here: suite101.com Thanks for asking! BTW, our guru Rande was banging the table for Bonds at 6.25% months BEFORE the rate hit that level. I believe Rande, Uncle Lou and Elaine G were bullish on bonds at that level well before Bob started to get bullish on them. I don't believe in lump sum buys so I bought GNMAs there and strip Zero's when it went above 6.3%.