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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (6295)6/27/1999 9:54:00 AM
From: Ian@SI  Read Replies (1) of 15132
 
Justa,

SFAM mentioned in BARRON's as a turnaround play but that's still better than most mentions companies get from that journal.

UTEK got an order for its old stuff. Big deal. They talked up taking a 25% market share in mask-making equipment and haven't yet got revenues for their first machine. And the sector, both ETEC and the merchant mask makers, seem to have problems showing any growth. ... or at least profitably.

So we've still got promises from UTEK: PGILD and V2500. But we don't have stunning growth in earnings or revenues.

There's good reason for some skepticism by the market, IMHO.

Ian.
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