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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 (2035)	11/7/1998 11:56:00 PM
From: marc ultra	Read Replies (3) \| Respond to of 15132

Justa, thanks for the input, I will have to ponder things for a while when I make the move. As you point out I have a lot of large cap exposure and they all pretty much move together barring an unusual company event but I add some credence to buying TER in that it sounds like Bob's second choice next to NVLS. ASYT looks very appealing but frankly I don't have a good feel for it and only became aware of it after your earlier post. My expertise in the semi equips is actually pretty limited though I must say I've been doing better with these then a couple of biotechs I hold where I do understand the details. Since I bought some extra UTEK in anticipation of taking a tax loss then bought some more at the OCT lows I figure I better go through with selling the small bit I planned or with any up move I'll be way overweighted in it which I'm not anxious to be. Well maybe if UTEK jumps up in the next few days and wipes out my tax loss than I'll really get confused (:--) Marc