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

To: Lars who wrote (4574)	4/18/1999 10:36:00 PM
From: Demosthenes	Read Replies (1) \| Respond to of 15132

Lars:<<I am really looking forward to looking back at the runup in this sector. I am hoping the peak of the sector follows Marty Whitman's prediction; that being, the semis are going to exceed everyone's expectations in the next up cycle. If that is the case and the market as a whole is completely euphoric at the time I think some of these stocks will rise exponentially.>> I believe wholeheartedly that this will be the case. Sure I've accumulated lots of semi equips, but then this is where the value has been. It's much more than I would usually own in sector, but as with everything else a consumer looks for, this is where value is. So this is where I will shop until more value pops up somewhere else. I would like to have some ideas as to developing a selling strategy. I am lost here although it is of huge importance. I suspect that the decisions may not need to be made for a couple years, but it still needs to be made and we should begin discussing now. Rgds, D