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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Demosthenes who wrote (13513)	4/27/2000 12:01:00 PM
From: Justa Werkenstiff	Read Replies (2) of 15132

D: "Can you confirm this? I thought Elian was bullish on UTEK. Did I mis-read my Cuban research report? Please help." Elian views UTEK like an REIT without the dividend. Elian recommends UTEK if one wants to invest in a balance sheet. Elian remembers the single in baseball terms was supposed to be Ultrabeam. Elian was found floating in the Atlantic with the last known Ultrabeam. Elian remembers the claimed demand for P-Gild was supposed to be 150 units by now and this was supposed to be a home run. Elian has not seen one shipped. Elian also understands that there is a capacity shortage and UTEK may finally show some life at some point. But Elian has no money in UTEK because there are better opportunities. Right now, Elian likes PLAB at $31 and CYMI at $40 and ASML at $35. The others have already begun to run.

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