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

To: Diamond Jim who wrote (5906)	7/13/1998 3:48:00 PM
From: marc ultra	Read Replies (3) \| Respond to of 42834

Jim, As far as I'm concerned you are absolutely incorrect in saying Bob recommended AMAT at any recent time on the air (He did mention it on NBR a long time ago which is irrelevant). Since I was closely listening for his opinion on this point as I was looking for a possible entry point I am absolutely sure he made no recommendation. Most recently he specifically said that there MAY be a good time to buy in the near future if conditions worked out but if someone was anxious to get in early they could consider dollar cost averaging. I had nibbled a little bit of AMAT at 28 and change but did not take any serious position in any of the major issues like AMAT, NVLS, TER, or KLAC since Bob indicated it was not clearly a good time to move in yet. Why do a bunch of you who have nothing better to do than try to play gotcha with Bob even when the only gotcha is in your own mind need to spoil the show for the vast majority by continuing to dissuade Bob from discussing individual stocks occasionally

To: Diamond Jim who wrote (5906)	7/13/1998 4:07:00 PM
From: Justa Werkenstiff	Read Replies (3) \| Respond to of 42834

Jim: Brinker never recommended AMAT for purchase on July 5, 1998 or any other date. On July 5th, 1998, he was positive on the fundamentals going forward. If one wanted to purchase AMAT, he thought dollar cost averaging was a good idea. He agreed with Lehman that it was undervalued. He stated that he himself was viewing the situation from the bleachers and was waiting for a turnaround in fundamentals in the sector. So if you think he was recommending that you go out and purchase AMAT between the lines (wink, wink) or whatever even though he stated that he had no position in the stock personally and he never said that he was recommending purchase of the stock, you have some real issues to work through. And I would argue the same for Pfizer as well even though it has been a winner. Brinker never said to go out and buy it and, in fact, he recommended against it saying it was a trading position for him and that it was very expensive. If you did buy Pfizer and made money, you deserve all the credit. Brinker never recommended the stock. Love those personal attacks. Keep them coming. They show everyone your true colors.

To: Diamond Jim who wrote (5906)	7/13/1998 9:09:00 PM
From: Hank Stamper	Read Replies (2) \| Respond to of 42834

James, James,.... Bob did not recommend AMAT. He said there were good values in some of the semiconductor capital equipment manufacturer stocks and named AMAT as one. That is very different from a "recommend buy the stock." In addition, the post by don lane, who listens to BB carefully I think, remarked that AMAT is a trading vehicle. That means you gotta learn the pattern: What is it's trading range? What are the underlying fundamentals that drive the longer term cycles in it's price? How do the institutions currently view the stock? Etc. If a person doesn't follow all that, then s/he will get killed trading in and out of a stock. (It also takes guts of steel, or at least some brass. Or, you just have to think, "Hell, it's only money." That's really all it is, anyway.) Brinker has NEVER recommended to his listeners that they become traders. He used to talk about his trades, though. This was educational to those of the public who were interested. However, because of ignorance and some people's lack of willingness to take responsibility for their own actions--people who'd rather blame Brinker if a stock they bought went (heavens!!!!) ..... down--he stopped discussing his trades. I think that is too bad as the interested public could have learned a lot about that aspect of his thinking too. If someone wants to learn about AMAT, there is a very good thread on SI on that company. The level of discussion there is very rich--sniping is rare and some extremely knowledgeable people participate. I own AMAT. And I'll buy much more once it begins to drop some more. I'll really load up if it goes into the low 20s and will rob banks to scrape up cash if it goes into the teens. Regards from Lotus Land, David Todtman Vancouver Island