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

To: Kirk © who wrote (7613)	9/4/1998 3:04:00 PM
From: DD™	Read Replies (1) \| Respond to of 42834

Breaking News From Briefing.com.. 14:42 ET Brazilian Market Halted: Circuit breakers imposed in Sao Paulo, after Bovespa hits 10% trigger. briefing.com DD

To: Kirk © who wrote (7613)	9/4/1998 3:13:00 PM
From: edward miller	Read Replies (2) \| Respond to of 42834

Bob's recommendation of the semi equips I don't understand when the semis need to recover for new business to strengthen for these equipment makers. < I have bought a creamated and spread on the water stock LRCX... with hope it is once again reborn. I sure hope UTEK doesn't head down to the same valuation levels as the Brinker Effect has kept it a teenager compared to some of the others stocks in the sector like Lam.> Shouldn't companies like LSI, VLSI, MU, NSM, AMD and IDTI show some improvement BEFORE the likes of AMAT, UTEK and LRCX come back to life? I think these issues will drop before they start a significant rally just based on what their customers' stocks are doing. So my opinion is that Bob just plane missed these issues, and his response is nothing more than to say if you wait long enough (as in years from now) they will eventually be winners. Well, I say so what.