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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 (4540)	4/16/1999 4:28:00 PM
From: Wally Mastroly	Respond to of 15132

To finish a Freaky-Friday >Anyone want about 19 years worth of data? Message 8970944

To: Justa Werkenstiff who wrote (4540)	4/16/1999 9:21:00 PM
From: Demosthenes	Read Replies (2) \| Respond to of 15132

Justa: <<With respect to the small caps in this sector, from this point forward they have more upside potential at their current valuation levels IMO. AND if we get improving fundamentals in these companies and ride the wave of an overall small cap rally, the bootstrap effect will be a real rush <g>.>> Hear, hear! I, for one, vote for the full force of "boot strap effect<g>." I think this week has tremendous significance with profit taking in large caps and the rise of the R2000. With the possible incoming favor of the small caps and the semi equip recovery just beginning there could be some great runs ahead. And I confess: I bot SFAM again today. Dang! I can't help myself! The Cur ratio is about 9 now. I guess I'm really surprised I didn't buy more than I did. And I have to pull myself back from buying more ETEC, and am having a hard time convincing myself I wouldn't be sooooo happy 18 months from now if I just allowed myself to double up. I'll do it yet, and I promise I'll do it if it weakens 2 or 3 points from here. I am starting to pound the table here so my nurse better show up soon with my medicine<G>. Really, in evaluating the situation objectively, I'm not in love at this time with equips as much as I am value and that sends me back to select small equips. Rgds, D