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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 (1730)	10/22/1998 2:14:00 AM
From: Jeffrey D	Read Replies (1) \| Respond to of 15132

Justa<<ASYT is a home run. >> From Briefing.Com Tech Stock Analysis for 10/22/1998. Must be an inside the park home run. Jeff Semiconductor Equipment All of a sudden investors can't get enough of these stocks, as chip equipment sector has moved from chicken sh-- to chicken salad seemingly overnight... No evidence of a bottom, just typical earnings season optimism... While momentum could carry group another 5%-10% higher over the near-term, focus will shift back to lousy earnings visibility in a few weeks... When it does, investors sucked in by the current updraft will feel pain.... That said, we still like long-term prospects of Applied Materials (AMAT), Etec Systems (ETEC), KLA-Tencor (KLAC) and Teradyne (TER)... It's just that recent recovery has fully priced in modest improvement in industry conditions... As such we would hesitate to commit new money to the group now. Asyst (ASYT) reported a much wider than expected loss on a sharp drop in revenues... Company lost $0.63 v. estimate of -$0.35... Street has overlooked group's lousy results on assumption its old news... Don't do the same.

To: Justa Werkenstiff who wrote (1730)	10/22/1998 6:03:00 PM
From: marc ultra	Read Replies (2) \| Respond to of 15132

Justa, looks like that small semi equip stock you mentioned to Don as a possible big winner isn't going to wait for us peons to get up to speed and decide whether to plunk a few bucks in. Impressive call so far unless Bob got wind of it and put a hefty sum in causing the price rise. Gee maybe he'll recommend it in the next Marketimer, then again the last thing Bob probably wants is to get bashed and trashed on the internet by a bunch of morons who can't take volatility or accept a temporary loss in a small semiconductor equip stock, I think we've been through that scene already and he might rather play golf Marc