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

To: Rillinois who wrote (6132)	7/22/1998 12:17:00 AM
From: mister topes	Read Replies (2) \| Respond to of 42834

Brinker has very clearly suggested consideration of a dollar cost averaging approach to accumulating semi cap equipment shares in large cap names in the months ahead. He has also said he believes it is premature to be all out bullish on the group pending better fundamentals down the road. He has also said he does not expect AMAT do go below its 25 low, or NVLS to go below its 28 low. His UTEK recommendation has been oft cited as a 1999 story and not for those looking for short term gratification. His specificity on these points has been clear week after week. He has even said he has not yet bought AMAT KLAC or NVLS because he wants to see better fundamentals and be patient. He has repeated this over and over.

To: Rillinois who wrote (6132)	7/22/1998 5:15:00 AM
From: wooden ships	Read Replies (1) \| Respond to of 42834

Rillinois: It is not my intention to sidestep the Ultratech Stepper/ Applied Materials controversy, for your question seems sincere, and it is quite evident that you feel very strongly about this matter. Howsoever, as I have explained more than once on this board, I neither own nor follow UTEK or AMAT, and, as such, pay no attention to their fortunes and vicissitudes. On the other hand, a prior position in American Telephone and Telegraph Company allowed me the opportunity for participation in the acquisition of the spin-off, Lucent Technologies; hence, my avowed interest. Therefore, I regret that I am not the best source on the subjects to which you allude. That being said, I would defer to our veteran stalwart, Don Lane, who has already addressed your question directed to me. Mr. Lane is an evident master of the Brinker canon, and his poignant, incisive analyses and unembellished, focused insights are some of the best this thread has to offer.