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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 (5610)6/4/1999 5:19:00 PM
From: Allan Harris  Read Replies (1) | Respond to of 15132
 
Justa: As I recall, Bob suggested that he might be interested in ATHM in the 90's. Got there today due to panic selling related to a decision by an administrative law judge in Oregon. We know what that's worth.

Brinker's purpose in criticizing the nets, in part, is to make sure the clueless listeners don't get caught up in the hype and buy at the TOP and get CLOCKED

DCLK, AOL, ATHM all off 40-50% from their high's. These are major players. Worth a flyer here? If you have no Internet exposure, maybe a lower risk entry is at hand. I would call Bob tomorrow and ask, but am seldom still sober at 4:00PM.

A



To: Justa Werkenstiff who wrote (5610)6/4/1999 6:07:00 PM
From: Allan Harris  Read Replies (1) | Respond to of 15132
 
Justa, See what I mean, I haven't even gone out on the deck yet and still forgot my main point:

BUT you bought BEFORE the big run.

The results I posted were Year-To-Date. You could have bought them all on Jan. 1, 1999 and achieved those returns. Last summer these stocks peaked, then all corrected 50-70% by early September. As it turns out, that was an excellent buying opportunity, but you could have waited until January and still done fine. Are we at another buying opportunity?

Maybe....

A



To: Justa Werkenstiff who wrote (5610)6/4/1999 11:21:00 PM
From: Lars  Respond to of 15132
 
Justa,

>>>
AND Brinker is right when he says value always rules in the end. So it is with the nets. There will be some winners but most will be losers just like in the biotech craze. THERE IS NO DIFFERENCE BETWEEN THE BIOTECHS AND THE INTERNETS. The only difference is the subject matter.
>>>
I know this....but are you trying to make our stock go down. HA!!