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

To: Justa Werkenstiff who wrote (211)	8/22/1998 9:00:00 PM
From: Alan Norton	Read Replies (1) \| Respond to of 15132

RE: "On The Sidelines" Justa, thank you for the informative response. I was presented with a "Gift Horse Selling Opportunity" (my definition) with several of my stocks in the spring and have been sitting on approximately 2/3 of my portfolio in cash since then. I am looking for opportunities as they present themselves with individual stocks. Patience is starting to pay off as I am beginning to see some real bargains in the small cap and tech sectors.

To: Justa Werkenstiff who wrote (211)	8/22/1998 9:53:00 PM
From: Mitchell	Read Replies (1) \| Respond to of 15132

Dear Thread, Bob also said he bought NVLS (added to his position) NVLS. That's good news for the Semiconductor Capital Equips. Which I agree are a real good play right now. However, as of last week NVLS is now a defendant in litigation brought by Semitool (SMTL) over the copper ECD tooling that is picking up steam for this industry. I wonder if Bob knows about SMTL ?? For your Info...Check it out... SMTL is now selling at a very low historical PE of 10 or 11 ans is Selling at 1.2 X Book Value! SMTL is also continuing to go right on making a profit as sales are holding up pretty good though the industry's latest BTB slump. For the first nine months of fiscal 1998 Semitool reported net sales of $138.8 million, up slightly from the $137.2 million of the comparable period last year. How can this be ??? When the entire segment is getting slammed ? Well, I think it's clear. Their customers continue to be interested in emerging technologies "as evidenced by the market penetration of the ECD product line". (Mr. Thompson from the July quarterly report) Copper and other metal plating opportunities are growing as semiconductor manufacturers apply ECD technology to specific devices. SMTL is positioning itself to maximize growth opportunities as the migration to Copper unfolds. This one is a Strong Buy ! Mitch Yes, I'm loading up on SMTL ! At 8$ a share, why not ???