Ian, Iagree that UTEK represents the best value of the stocks, you
mentioned, with the least amount of risk.
I was looking buy some shares of AYST, or SVGI, or TER on Monday.
Right now I can only do one of the three. All three should do well
in the next 9 to 12 months. However, it appears that Teradyne is the
largest of the three and the street for now seems to favor larger
cap stocks. Hence the high P.E. of AMAT, and KLAC. Upgrades of Teradyne
in the past week may move it higher in the near term.
Iam not a technically oriented person, and I know that there are
many persons that can explain the technology to me. This thread
has several people that have forgotten more technology than I will
ever know.
But I do try to determine the psychology of the market. To me it
was clear that investors for the past year love large cap, name brand
stocks. Companies such as Coke, Gillett, MSFT, INTC, AMAT, and Novellus
have done well because they are large cap and name brands. Based on
this non technical analysis I would expect Teradyne to out perform
ASYT, or SVGI in the near term. (six months or less)
My plan is to invest in one of the three mentioned, hopefully
have some short term gains and re-invest it all in UTEK when UTEK
closes above 24. To me is a math problem combined with probabilities.
One hundred shares of Teradyne will buy almost 200 shares of UTEK
or l00 shares of AYST. Three good choices.
What would be your estimate of the situation. How would you
evaluate the problem?
Sincerely,
Jerome |
