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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 (4161)	3/30/1999 2:48:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

MARC AND ALL: LOOK AT YOUR FAVORITE SMALL CAP SEMI-EQUIPMENT MAKER TODAY. TAKE YOUR PICK. I HAVE BEEN WAITING FOR THIS TO HAPPEN. THERE IS A VACUUM BEING SET UP FOR SELLERS IN THESE STOCKS NOW. IT IS THE END OF THE MONTH AND QUARTER AND THE MMers HAVE LOWERED THEIR BIDS TO TAKE THE PORTFOLIO MANAGERS AND INDIVIDUALS WHO ARE BAILING AT ROCK BOTTOM PRICES. THEIR LOSS IS YOUR OPPORTUNITY. PRICES ARE CHEAP. DON'T PILE IN NECESSARILY BUT CONSIDER AT LEAST TAKING A POSITION OR ADDING TO ONE.

To: marc ultra who wrote (4161)	3/30/1999 7:29:00 PM
From: Justa Werkenstiff	Respond to of 15132

Marc: "justa, re short play. rates at 5.62 at these valuations should be on your side also." Looks good, but the market is surprising and there is one more day left to go in the quarter to buy AOL and the like. Not trying to make a market call here. I doubt I will be shorting into a correction and if I do it will be plain luck. But I am going to trade that volatility, especially on the short side as a hedge against my longs. I am looking for a few points and will settle for whatever the market has to offer. Yes, that long bond yield looks ominous in re-testing its highs. Let's see how the big boys react tomorrow after they have had their portfolio meetings this afternoon.