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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (6791)7/15/1999 11:47:00 AM
From: Justa Werkenstiff  Read Replies (2) of 15132
 
Marc: The volume on UTEK is amazing today. Over 650k will put us at the highest volume day since December 1997. SEG announces today so maybe some big boys are discounting a more favorable DD cap ex picture going forward. Maybe some of this is short covering. Also, UTEK has a lot of baggage like other small cap semi equip doormats. But I think UTEK will be dragged along with the group from now on with improving DD picture and a semi cycle entering the capacity phase. If UTEK sells some advanced technology, then schwing!!! I am skeptical about their new technology selling plans but what else can one think after hearing UTEK promise the sky and deliver nada.
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