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


To: Kirk © who wrote (13044)4/6/2000 11:42:00 AM
From: Justa Werkenstiff  Respond to of 15132
 
Kirk: "LRCX, probably not far behind."

Yes, I think LRCX will at least test $55 if we hold together.

Re: "[S]elling at a large discount to AMAT."

I agree. But since when do valuations matter? Oh, I guess since last week.




To: Kirk © who wrote (13044)4/6/2000 8:24:00 PM
From: Demosthenes  Respond to of 15132
 
Kirk,

<<Even our favorite real estate company, UTEK, is off the ash heap today. Can you believe it recently set a new 52 week low? I am too stubborn and have held but my buys at $15 just meant dead money there. The other picks more than make up for it.>>

Well, ditto. Today I registered for the UTEK Q1 CC. If I'm not too shell-shocked with bad news maybe I'll report back here to the thread or at least post the link to the UTEK thread. I'm at maximum pessimism, but still hold all my shares. Gotta have some good news and some serious results by Q2 CC or I'll probably just throw in the towel and capitulate. Hate to do it and hope I don't have to. I doubled up last May at 13 and now my CB is 15ish.

D