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

To: marc ultra who wrote (2771)	1/10/1999 7:52:00 PM
From: marc ultra	Read Replies (2) \| Respond to of 15132

re: semi capex call. Near the end a caller asked what he should do with the very large short term gains he's made in the large semi equipment stocks. I've been waiting for that question since Sat as I am in a similar position. Bob said that considering the parabolic gains he would strongly suggest that the caller follow the 4% at market rule even if it may mean considering paying a lot in taxes. My problem is after selling some NVLS last week while no individual issue in the sector reaches 4% anymore, in aggregate they account for 10% of my equities now (not even counting UTEK) and all pretty much move together to a great extent. I'm probably overloaded since I find myself watching the sector news constantly now. Except for TER at 60 recently I haven't heard price targets on all these buy recommendations and I'm getting concerned some of these analysts may downgrade on a price basis soon. Guess I'll have to make some decisions on Monday Marc