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

To: Kirk © who wrote (10209)	12/2/1999 5:18:00 PM
From: Justa Werkenstiff	Respond to of 15132

Kirk: "Wild thought... After the holidays, the internuts get creamed as reality sets in as to what it cost them to get their sales and then the money flows out to broaden the market?" I have no opinion on that one. Justa has played short the NAZ and the internet sector in his mind for a few weeks. Justa has played cover the short in his mind as well. Justa probably would have lost some money if he played for real. Justa knows when he is out of touch and steps aside. Net sector will get hammered. So what else is new? Question is when. I guess that it will happen by April. How much it will get hammered is not an issue in my mind as I feel I will be able to see the signs of a bottom in that sector to enter if I so choose. I think it is important here to realize that a good portion of the gains in the tech sector has to do with the curtailment of tech. purchases when SEA had its troubles. So, at some point in the next few months we should see at least a flattening out of demand.