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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Rillinois who wrote (5820)	7/10/1998 9:07:00 PM
From: Diamond Jim	Read Replies (2) \| Respond to of 42834

Rillinois, it ought to be a good show, he certainly needs to address AMAT, we do hear a LOT about his June 12 call of "a buying opportunity", he said in the same show AMAT was a buy at these levels, so I bought that next Monday morning at 26 15/16, I got out at 32, I thank him for that. Just last weekend Bob was saying positive things on AMAT once more. But it has come apart and is definitely a different scenario than he thought, I think he will talk about it. As for Jerry, Bob is oh so sensitive to UTEK but maybe he is too close to it to judge it correctly and I think it is okay for him to say it is early yet, it takes time. Also Rillinois, Don Lane said we all know who you are, well come on guys/gals how about a private to let me in on it, cause I don't know who it is. jim

To: Rillinois who wrote (5820)	7/11/1998 6:43:00 AM
From: Skeeter Bug	Read Replies (2) \| Respond to of 42834

rillinois, imho, bob is ABSOLUTELY WRONG on the chippies. micron is losing cash at close to $1 billion a year. check their balance sheet. they don't have all that much cash. at some point, survival outweighs everything else. the ONLY way to cut costs significantly in the semis is to INCREASE output and, therefore, DECREASE pricing through supply/demand dynamics. i said many months ago utek would go lower and that amat would go lower. i can easily see amat in the low to mid teens before the situation gets better. mu at $30 is a joke. current stock prices assume the money printing mania by alan greenspam continues. one this is for sure, it can't. when the plug is pulled, i don't know. i've heard the term inflation on the radio. rates will probably rise. 5% eps growth will one day not support 30+ pe ratios. jmho. good luck. ps - i could care less what bob admits. he's wrong on the semis, imho, and reality will bear that out so that it is utterly obvious - admissions or denials notwithstanding.

To: Rillinois who wrote (5820)	7/11/1998 8:10:00 AM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 42834

Rillinois: I don't want to waste too much time with you. I will just warn everyone that there are so many blatant lies and misstatement of facts in your last post that everyone should take it with a grain of salt. It is just too much work to get past the hate to find anything worthwhile to comment on. God god you need help and I say that with a great deal of sympathy and pity for you believe it or not.