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


To: Andrew Vance who wrote (4863)4/29/1999 5:42:00 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 15132
 
Andrew: Re: "I wonder where you heard that first<GGG>. While you are waiting for the next leg to drop, I will remind you to expect a similar announcement from another company<GGG>."

Yes, Andrew, you are the man on that nice tidbit and the I told the ASYT CEO I was you when I pinned him down in a conference and beat him senseless with questions until he said Uncle <g>.

Re: "Now, of course, with the release of this news, ASYT acted accordingly, right? In our dreams. the damn stock opened well and then died a miserable death during the day. Go figure."

Gove me a break <g>. You know the deal. AMAT caves and so does everything else in the sector regardless.

Re: "It pays to be associated with the industry to a degree that you are able to ferret these things out and to prepare your readers for these things (no there will not be a spam here for my newsletter)<GGG>."

Ah, you can go ahead and sell it here <g>. We sell Mary Kay cosmetics here so your newsletter would be a step up in class for us. Just don't mention Clinton in your pitch (inside joke) <g>.

Care to give us your take on the DRAM situation which seems to be the assigned cause for this correction?