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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 (4531)	4/15/1999 8:39:00 PM
From: Demosthenes	Read Replies (2) \| Respond to of 15132

Justa, <<Congratulations to all who got PRIA prior to INTC's earnings at $23 and change. Good bottom fishing.>> <<ASYT surged today and is on a run. Congratulations to those who stepped up to the plate.>> I had these companies on my radar screen for a long time, and SFAM, too. I got complacent with watching and went to sleep until you mentioned them a couple weeks ago. I got PRIA at 21 1/8, ASYT at 14 7/8 and SFAM at 11 3/4. So thanks for the wake up so I could step up. My eyes are still bleary from concentrating on this sector for so long during this downturn. I did not take your rec to buy ETEC at 28 thinking that it was too soon to buy. I was rewarded instead of punished and bot at 24. Had to be luck<g>. I'm up to my eyebrows in semi-equips and will stand fast until the cycle is at full speed ahead. Perhaps we could start making some suggestions as to when to sell. When BTB doesn't move prices up? Suggestions? Also, the NVLS CC was worth the time. I recall Hill saying that a restrained recovery in the early stages would probably pave the way for larger (and more profitable?) cycle. I would guess this factor, should it pan out this way, would benefit the smaller equips more than the large ones because it would give them more time to receive orders and build them out. Do you agree? Rgds, D