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

To: lizardK who wrote (5017)	5/8/1999 4:46:00 PM
From: Justa Werkenstiff	Respond to of 15132

Noah: Re: "You are da man!!! SFAM now trading around 15....What is your outlook for next week beyond the Wed. conference?" SFAM closed at its high of the day on nearly six times normal daily volume over the past month for a one day gain of nearly 29%. Hello? This was PANIC institutional buying. It is hard for me to believe that this was accumulation prior to the conference only. I have to change my opinion on this a bit. Something else is in the mix here. Perhaps it is Samsung's plan announced Friday after the close to now double capex after announcing an increase of 20% in February and then revising it up 50% in the past month. Hello? Anyone see a trend here???? Dauvin said that the capacity spending will "start to boom" the second half. Hey, this guy has all the contacts in the world in his position and just came out of a industry wide meeting when he made those comments. People should LISTEN to him. DRAM pricing going down and capex going up. Samsung and the others are confident about what they are doing here and they are SPENDING MORE AND MORE. Hello, anyone home here? I see SFAM as fairly valued here based on PUBLICLY AVAILABLE information RELATIVE to other small caps in the sector as they are priced NOW. I have no clue as to what will happen after Wednesday as of now. BUT I know the trend up is STRONG and will have to wait until the dust settles to see where we are going. The good news for this stock and this sector is that some guy is humping this stock on the AMZN thread. Hey, Zombies, come to Papa, Justa has some stock for you <g>.