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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 (4628)	4/20/1999 10:20:00 PM
From: Demosthenes	Respond to of 15132

Justa, Ter anyone? They came in with .20. I thing FC estimates were .19. So Ter gave analysts exelent guidance instead of having them try to figure it out themselves and botching the job. I think it was 30 or 40k shares went across at the close on an uptick. You and Pete have insightful commentary on the our latest market activity. How about the SVGI action today on more than average volume? Close a point or so lower. They announce earnings tomorrow. I almost jumped in at the close to dump tomorrow because I think it will pop when the market opens. UTEK was up all day until the end in contrast to SVGI. MTSN announces at 2pm PT tomorrow. Gotta check FC estimates again. I drooled over NVLS this morning on more weakness, but I bot to much last fall and already have a double. I actually think I am done shopping for a while. I got my investors packet from BRKS today. 4 years of press releases included. The one from 1995 that announced a joint venture with Integrated Fab Systems to develop 300mm drew a sigh when I read it. Who wants to pour the Merlot tonight? Rgds, D

To: Justa Werkenstiff who wrote (4628)	4/20/1999 10:25:00 PM
From: marc ultra	Read Replies (2) \| Respond to of 15132

Justa, sounds like Magellan helped get this market rotation ball rolling and once it started the flood gates opened. It will be interesting to see if the internets are really done correcting and will go their merry way again. If it was a normal group you'd say they have more to go but they ain't normal. I know of one money manager who added a "momentum" portion to his allocation basically as a way of adding internet stocks that he could never justify any other way. Guess I can't get too excited about the market long or short at this point and will still hold a lot of cash on the side though I burnt some buying MRK yesterday. They came through as I hoped with the FDA advisory Committee today. I wouldn't be surprised if Bob mentions Vioxx on the show this weekend as he seems to like to talk about major drugs by the big pharmas Marc