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

To: Justa Werkenstiff who wrote (2673)	7/10/2003 10:15:07 PM
From: orkrious	Respond to of 10065

something like a semicon west pumpola next week I don't believe there will be much to cheer there. I know monday goldilocks said they'd run into next week. that day was the same day as the TSM pumpscam. I'll bet goldilocks was the underwriter on TSM's funding. there is no good news in semi equip land. wait until the market starts to price in option expensing and it comes to the realization there isn't a whole lot of equity built into these companies, or at least the equity has to be reinvested in the business, there isn't anything left for shareholders. these things are overvalued at 170. it will be well below there whenever the bear is over.