Ultratech Stepper Message Board

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Technology Stocks : Ultratech Stepper

UTEK 30.23

0.0%

Jun 5 5:00 PM EST

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To: Steve168 who wrote (695)	5/7/1997 9:25:00 AM
From: Lars	of 3696

steven, <<<<<<<<<<<<<<<<<<<<<<<< Bob Brinker was wrong, He told us to buy at $25(?, 1.5 months ago). It is at $18.5 with all the negative atomospher. I see it go down at least below $17.25 >>>>>>>>>>>>>>>>>>>>>>>> i dont recall brinker telling anyone to buy but i have heard the following..... brinkers words were that the stock in his opinion was a raging buy under $25......someone also asked him about it when it was $22.......same response...brinker also reiterated the fact that this type of stock is subjected to huge volatility....he also has said that a person should not hold an individual company that makes up more than 4 to 5% of a portfolio on a cost basis.....i believe part of the reason he says this is b/c of his experience....one time he recommended a stock earlier in his career and he found out this guy put something like 70%+ of his portfolio in the company..... if you hold utek for 4 or 5 yrs (barring any disasters), i believe brinker when he said that people will look back at this industry and marvel at the profits that were made by being very selective in the companies you choose (i.e utek)..... fwiw, lars

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