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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Ian@SI who wrote (9426)10/24/1999 4:57:00 PM
From: Demosthenes  Read Replies (1) of 15132
 
Ian and all,

<<Now, why ever would you be skeptical?>>

CC notes on UTEK:

1) AZ see several more Qtrs weakness in front end, but back end is strong.

2) New products for TFH will be introduced in next couple months.

3) BtB >1.1

4) Tax savings for next several Qtrs due to writeoffs/losses.

*5) $.20/share in Q3 spent on Ubeam and Verdant, which AZ was quick to note that earnings would have been much higher otherwise. Ubeam has taken slightly more than half of this expense.

6) AZ said that the V2000 "has exceeded all our expectations" and that it will go to "at least .13."

7) AZ thinks the market is still there for the V2500 and will ship it during next Qtr at the latest.

8) Several analysts gave congrats on going profitable.

D
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