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

To: Investor2 who wrote (6576)	8/8/1998 11:26:00 PM
From: Demosthenes	Read Replies (4) \| Respond to of 42834

I2, I heard Bob say the same thing he has been saying: AMAT, NVLS, KLAC and TER are all set for huge gains when things turn. But he also said something I have never heard him disclose. He said he owns TER. Has anyone heard him say that before? Its valuation is much lower than the other three. Is that why he owns it? Comments? RGDS, D

To: Investor2 who wrote (6576)	8/9/1998 2:23:00 AM
From: Skeeter Bug	Read Replies (2) \| Respond to of 42834

i2, no i didn't. everyone agrees amat will have good gains when the cycle turns. however, bob and i disagree on where that run will start. i believe it may start at 50% of current levels or lower. bob appears to think it starts from here - or, worst case scenario, $25. don't be fooled by short term price movements. mu ran to $60 ahead of absolute disaster. my point is merely about price movement so please don't tell me that mu is no amat - i know this and wouldn't so insult amat! ;-)