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

To: Demosthenes who wrote (990)	9/13/1998 8:59:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

D: Re: "So he's "bullish bullish bullish" on the market and, obviously, Intel. But what is he thinking about the semi equips?" Correction: Brinker is not "bullish, bullish, bullish" on the markets as posted earlier. He is "bullish, bullish, bullish, bullish." Semi equips are an accumulation item for him. Has not bought AMAT or KLAC and is said to be watching them closely for purchase. Who knows if he still has NVLS or TER. I suspect he does. I have not listened to the entire progarm this weekend yet. He said there is no rush to buy in his opinion and that one should DCA over time. We are at the bottom at the semi-equipments in my opinion. The only question that remains is exactly when a tunaround will occur and when the discounting will begin. AV's guess is consensus on the street. I have been buying KLAC, NVLS, TER and AMAT all during the second leg of this correction. I might trade them if the big boys put some of these babies into action prematurely. But I find the values outstanding in here for trades or cycle investments.