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

To: Hank Stamper who wrote (6090)	7/18/1998 6:51:00 PM
From: paul franc	Read Replies (2) \| Respond to of 42834

To all: I missed part of a call today and I would appreciate if someone knows the name of the company Bob was discussing. I believe Bob and the caller were speaking about the battered semiconductor industry. He mentioned that an article discussed a company in this industry which is in the S&P 500 and has good upside potential, in Bob's opinion, for the next 12 - 18 months. What company were they discussing? Thanks

To: Hank Stamper who wrote (6090)	7/18/1998 7:34:00 PM
From: Ken Brown	Read Replies (1) \| Respond to of 42834

>> I recall BB commenting that those stocks (and presumably funds) are 'bargain priced' or some such. << Thanks, David, that's good to know. I haven't had a chance to listen to Bob for a while, and today, I finally was able to arrange my schedule to listen, and KXL is playing an "encore performance" of his Jan 17th show. He just got through saying KO has gone nowhere since last summer, and complained about the 39x trailing pe. I wonder how he must feel NOW, up about 30%, and at a trailing pe of 55. Is this market ridiculous, or what? Thanks again, Ken