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

To: marc ultra who wrote (9717)	11/5/1999 10:45:00 PM
From: Kirk ©	Respond to of 15132

Interesting that contracts usually start on a date and end one year later. It would seem strange to have the first show on a Superbowl Sunday and then have the last one on the same Sunday. In fact, perhaps the Superbowl is a week later these days? In the past when there was hinting of contract problems, we would hear of "possibly no shows after the New Year.".... Now the hints are the SuperBowl show would be the last. This would seem like an odd time for a last show since many are at parties and would be too busy to call in and say thanks for all the great years. My impression is people do radio because they LOVE IT. For Bob, that is surely the case and it is also a gold mine as his Newsletter is like a sylabus.(sp?) My guess is Bob will do Moneytalk as long as ABC keeps him. Even if he ONLY sold 1000 newsletters in KGO country, that would be $185K a year to tell people on weekends to buy VTSMX, compare their funds to VTSMX with Barrons, bash a few coke ladies and Tony's and give us interesting commentary to talk about. My guess is add one or two zeros to the number of subscribers and who would give that up? 8)

To: marc ultra who wrote (9717)	11/6/1999 6:11:00 AM
From: Justa Werkenstiff	Respond to of 15132

Marc: Re: "When I just scanned BB.com. I noted tyrie didn't sound particularly sanguine with the increase in the ECRI and CIBCR." Thanks for the heads up. I will have to check it out. Re: "This move in big semi capex has been awesome. While I obviously did premature profit taking at least I still have a little TER and NVLS left." Yes, it has amazed me as well. But this has mainly been confined to the larger caps. NVLS, KLAC and LRCX have merely become derivatives for AMAT. Note how they have all converged in price whereas before they traded on their fundamentals and there was price differential. Not any more. This is a sure sign the big money is jerking with the stock. One more big sign is all the analyst reits as the priced has moved up. I do not believe AMAT will push past $100 before earnings. I believe it will correct between now and then. Something on the order of 10% at least. I believe its best chance for pushing past $100 comes after earnings. The one variable is the SOX. If it goes up, it may well push AMAT over $100.

To: marc ultra who wrote (9717)	11/7/1999 9:21:00 PM
From: Lars	Respond to of 15132

* Market Summary * 11/05/99 10/29/99 %Change S&P 500 1,370.22 1,362.93 +.54% Dow Jones 10,704.48 10,731.76 -.25% NASD Comp 3,102.18 2,966.43 +4.58% Russell 2000 442.41 428.65 +3.21% SOX Index 621.11 555.83 +11.75% Value Line 419.03 414.64 +1.06% MS Growth 541.96 540.31 +.31% MS Cyclical 541.48 543.15 -.31% T - Bill 4.98% 4.96% +2 BP Long Bond 6.04% 6.15% -11 BP Gold - Oz-Near Month $291.00 $300.30 -$9.30 Silver - Oz-Near Month $5.08 $5.18 -$.10 September Construction Spending rose +.5% - But large one time gain distorts data National Association of Purchasing Managers' Index Eased to 56.6 from September's 57.8 - Price Index rose to 69.4 - Highest since May, 1995 Personal Spending rose +.4% in September Personal Income Unchanged - Distorted By Hurricane Floyd Factory Orders fell .9% in September - Broadly Based - First drop in five months September's Leading Indicators fell -.1% to 107.9 - August revised to flat Federal Reserve Board's Beige Book Released Jobless Claims rise +8,000 to 280,000 - Four Week Moving Average eases -6,500 to 287,250 Consumer Credit for September rose +5.25% *LABOR DEPARTMENT REPORT - Unemployment Rate drops -.1% to 4.1% - Nonfarm Payrolls rose +310,000 - Average Hourly Earnings rose +$.01/hr - Average Workweek rose +.2/hr to 34.6/hr