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

To: Lars who wrote (4589)	4/19/1999 12:19:00 AM
From: Demosthenes	Read Replies (2) \| Respond to of 15132

Lars:<<This is the ultimate question. I think a person will have a tremendously difficult time deciding when. You may hit all time highs and then have a 30% correction and then return to new all time highs. I think there are some doubles and triples to be had out there. I am targeting accordingly and at least taking out my initial investment, most likely 50% of the market value. Who knows?>> <<As I have said before, if this sector gets hot and the overall market is hot.....watch out. Mr. Market could give us egregious P/Es and not blink. He becomes so excited with certain areas of the market.>> And it depends, I suppose, on how far we are into the cycle. And I think now, regretfully, on a story of mine: I--I'm checking my records--bot 500 AMER on 7/19/95 at 47. Does anybody remember AMER? That was the Naz symbol for AOL before it went to the big board. Then, like a genious sold it on 7/24/95 for 50. I made a profit and walked with a swagger--for a few days. And at the time I bot I thought I was "chasing" it because it didn't come down to 40. Therefore 50 was definitely overvalued. I ain't doing that again--not with the equips. The fact is I bot AMER without a sell target of the remotest kind. I just woke up 5 days later and said "hey, I have a profit. I gotta move on." So if anyone wants to hit me with a metaphysical two by four, have at it. What worries me is that if the equips take off with Justa's "boot strap effect" they may run a long ways which makes a sell strategy at the top as easy as selling internets at the "right" price. So as I throw darts, here are my sell targets (oughta be fun ;-) for companies I own: Amat: 125 Nvls: 125 Klac: 125 Ter : 125 Pria: 85 Etec: 85 Asyt: 60 Utek: 65 Sfam: 60 So, Lars, should we put our sell limit orders in now<<GGG>>, or do you thing the targets need to be revised (upward)?<<G>>. Rgds, D

To: Lars who wrote (4589)	4/20/1999 9:02:00 AM
From: Wally Mastroly	Read Replies (1) \| Respond to of 15132

OT - Lars, Internuts + "Erogenex zones": Look out Viagra! Here's a possible product for the Mary Kay gang (& others) for investment purposes - as well as other possible uses. biz.yahoo.com "... To top it all off, Erogen, Inc. has just finalized an extensive internet marketing deal with one of the top up and coming internet companies, World Dot Com, Inc. With all of this news, and rumors of Erogen going public, it is easy to see why Erogen has had to hire telephone answering services to handle the overwhelming number of telephone calls they receive on a daily basis...."