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

To: Demosthenes who wrote (6580)	8/9/1998 1:00:00 AM
From: P-inverstor	Respond to of 42834

The Ter thread has been really quiet. There was no post in that group since the big sell off. I checked that thread every night and hoped to see some info about that company. I got burned badly in semi group. May be this is the time to jump back in again. A little worried about AMAT's results on Tuesday though. Not sure the buying this time is from individual or from institutions. Maybe 1/3 positions this time and add more later. Comments?

To: Demosthenes who wrote (6580)	8/9/1998 2:52:00 AM
From: marc ultra	Respond to of 42834

I gather he has been holding all four as a group. I picked up some KLAC and AMAT at lower prices but its been hard to nibble at TER it looks so sickly. I tried to pick up some NVLS but the price ran away from me. Considering I own a bunch of UTEK I'm not too anxious to get too overloaded in this one volatile sector. A lot of institutional money seems to be pouring in like a herd

To: Demosthenes who wrote (6580)	8/9/1998 12:48:00 PM
From: stock bull	Read Replies (1) \| Respond to of 42834

What happened to Utek? BB has recommended Utek as a buy for sometime. Stock Bull

To: Demosthenes who wrote (6580)	8/10/1998 2:10:00 PM
From: TMAC	Read Replies (1) \| Respond to of 42834

Demosthenes, I had heard Bob several times mention he has a position in TER. What he did add this weekend was that he now has a position in NVLS (high $30's). Furthermore several times over the weekend he mentioned the moves in NVLS, AMAT and KLAC. When a caller asked him his thinking on TER, Bob stated that he owned the company and did not expand. Wonder if his bullishness in this sector still includes TER? Or is he concerned that others in this sector are making moves off there lows and TER is lagging? I am also looking to add to my positions in this area and am wonder where I'd be best served. TER @ $24 , NVLS @$41.5, KLAC @...????