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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: Cary Salsberg who wrote (11047)	8/18/2003 1:26:35 PM
From: Kirk ©	Read Replies (2) of 95703

RE: "UTEK... already got a 3.5 bagger" If you were able to buy at the bottom, something I am not able to do, there were a number that have done even better. I think it bottomed at $6.32 so it already has its 4 bagger. I bought at $8.40 or so on a retrace and sold 75% of the shares after a double. Now i am just along for the ride with accumulated shares. -g- Greed kills I agree the CEO is suspect unless you want opinions on rare cars. He paid a fortune to ship one of his over to Europe just to show it off I heard. Radio show guru didn't understand tech and was paid by that company to run their 401K. Probably was impressed with stuff he didn't understand and the flashy CEO. He (bob) picked the only SemiCapX stock to recommend in 1998 that didn't go up and was lower when the market peaked in 2000. As for is it quality? Who owns the IP to get to the next few nodes? Does anyone else have rights to LTP? Could UTEK be like a Rambus and get a nice revenue stream for this IP? The market seems to be saying "perhaps." K

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