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

To: Investor2 who wrote (502)	7/24/2000 2:14:07 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 10065

I2: I am hesitant anymore to give any semi equip takes. It seems as though there are many people on SI who are getting hurt and who do not welcome contrary opinions. I suspect my recent experience on the AMAT thread had something to do with this sad fact. There is one guy on margin over there with those stocks waiting for them to hit "fair value" on his terms. Hope he does not get hurt. I don't know what the deal is on MTSN. I would focus on the sled dogs: AMAT, ASML, NVLS, AMAT and TER. Second and third tiers go no place without the above. In particular, I would look at TER today. Looks like my caution re TER of last month was on target. This is a high risk/high reward stock. It is now right at the critical May 24th low of $65.