Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (123)	8/17/1998 10:41:00 PM
From: My Father's Son	Read Replies (2) \| Respond to of 15132

Justa, Regarding SFAM, would you, as other informed individuals have posted, agree that it is too late to sell SFAM, and too early to buy? Thank you. DMM

To: Justa Werkenstiff who wrote (123)	8/17/1998 10:42:00 PM
From: Investor2	Respond to of 15132

re: "DRAM overcapacity is the killer." Not if you're looking to upgrade your computer memory. I just put in 64 meg more; the difference is noticeable. Best wishes, I2

To: Justa Werkenstiff who wrote (123)	8/18/1998 10:00:00 AM
From: Lars	Respond to of 15132

Justa, >>> I2: I will speculate based on Brinker's commentary that he has held at least some TER through the downturn and so I do not think it is a new position. But based on his previous statements, I believe NVLS is a new position for him as of the week prior to his last broadcast if he even still has it. Be warned that Brinker is a heavy trader of these stocks. >>> Great points as always. Personally, I have followed Bob's dollar cost average approach in this sector since 1996. >>> I just got off a call with SFAM, and they have six months visibility and they do not see a recovery yet. Nothing has changed. They continue to troll along the bottom. DRAM overcapacity is the killer. This downturn is going to take more time. This is not a 1996 "V" recovery. The tone of the call was downright depressing. My source even chided the sell side analysts for their recent positive statements. >>> Thanks for the information, particularly the last two sentences.