SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: stockalot10/10/2003 9:54:18 AM
   of 3696
 
In doing a little research on the Bob Brinker/UTEK association I came to this thread. I would appreciate any help or thoughts others might have. I see a poster named Don Lane, which was later changed to mistertopes had a lot to say about this stock. In retrospect it seems to be a frantic attempt to convince others of his very positive opinion of the stock of UTEK. He seemed to be the major player cheering the stock on. Does anyone know this Don Lane/mistertopes person and if he is posting anywhere now and what his current affiliation or sentiment about UTEK is?

I've never seen anything quite like this. I welcome your thoughts. I realize this has nothing to do with current prospects or prices of the company but I do think it gives perhaps the best example I've ever seen of why someone should be very careful of internet touters and media personalities who hawk a stock. One should ask themselves why the touter is so interested in convincing you to buy or not to short the stock? I find it fascinating in retrospect. Why was Don Lane/mistertopes acting like this? Was there a connection to Bob Brinker or to Utek? That seemed to be his two main areas if not only areas of interest. Perhaps it was someone who bought too much UTEK and got in jam? As a poster points out, during the period of this touting the number of annual reports sent out by UTEK went from 11,000 to 38,000 in this small float stock. The stock though did not participate in the big tech mania of that time.

For those who are interested here is an abridged version of the posts in what seems to be an transparent attempt to tout UTEK.

To:Surfer who wrote (321)
From: Mark Anderson

Friday, Mar 21, 1997 12:50 PM
Respond to of 3546

....
KANGAS: Okay. Anything else?
BRINKER: Well, last time we talked about Ultratech Stepper (UTEK). Now, here's a company that has a near monopoly on a unique piece of equipment that is used for MR thin film head manufacture. And I think Ultratech Stepper which was 25 on my last visit...
KANGAS: Now, 28 1/4.
BRINKER: It's 28 1/4. I think this stock will be in the 40s within a year.....

Message 1038734

To:Surfer who wrote (479)
From: Alan Norton

Tuesday, Apr 22, 1997 2:36 AM
Respond to of 3546

RE: Bob Brinker and Ultratech Stepper
Surfer, I wouldn't be here if it weren't for Bob Brinker

Message 1240592

To:Jerome who wrote (922)
From: mister topes Sunday, Jun 29, 1997 12:30 PM
Respond to of 3548

Accumulation patterns in UTEK are awesome. Sellers are scarce and
unmotivated while buyers are lining up to add to their smart money
positions.......UTEK could again return to its former lofty
heights in the forties. In any event, UTEK shares purchased at
these levels should emerge as massive winners over the next
year to year and one-half. Patience will win out for UTEK investors.

Message 1677184

To:mister topes who wrote (924)
From: Merlin

Sunday, Jun 29, 1997 6:54 PM
Respond to of 3546

Don,
TC2000 shows Balance of Power and Moneystream as slightly negative in the past two weeks, and Time Segmented Volume is slightly positive. On what basis do you describe accumulation in UTEK as "awesome"? I went long about a week ago, and would certainly like it to be awesome.
Regards,
Merlin
Message 1678201
To:Andrew Vance who wrote (1061)
From: Ritz

Wednesday, Jul 30, 1997 12:42 PM
Respond to of 3546
Andrew:
Have you seen this? Art made a big sale last month (near the lows too I might add)....
newspage.com.

To:Andrew Vance who wrote (1065)
From: Investor2

Thursday, Jul 31, 1997 1:43 PM
Respond to of 3546

RE: Insider Stock Ownership
I noticed that Art sold a large block of UTEK shares recently. Generally, I don't like to see insiders selling their stock. I believe he reduced his stock position by about 20 percent.

Message 1877674

To:Gary D who wrote (1122)
From: mister topes

Wednesday, Aug 13, 1997 11:50 PM
Respond to of 3546

....These new products make UTEK the most undervalued stock in
the semiconductor capital equipment universe. The shares
should easily achieve the mid thirties over the next six to
twelve months and this could prove conservative if new products
achieve their inherent potential IMHO.

Message 1967869

To:tom pope who wrote (1157)
From: mister topes

Wednesday, Aug 20, 1997 12:28 AM
Respond to of 3546

After doing some checking around late Tuesday the following
was learned. During Tuesday's trading there was a story that
an unnamed technology analyst who reportedly does not cover
Ultratech Stepper was nevertheless making negative comments
about the company. Possibly in response to this, traders
saw an active short seller for much of the day who sold short
a reasonably large number of UTEK shares during Tuesday's session.
As of Tuesday night the identity of the analyst and the short
seller was not available. In any event, there are apparently no
negative developments at the company whatsoever, therefore
this short seller may find himself between a rock and a hard place
if investors begin to pay up for UTEK's new product portfolio.

Message 2006497

To:mister topes who wrote (1169)
From: mister topes

Wednesday, Aug 20, 1997 11:27 PM
Respond to of 3546

No doubt the Tuesday short seller in UTEK is feeling a bit
bloodied and beaten down following Wednesday's UTEK rally.
The shares gained a handsome 5.2% in Wednesday's session
as buyers controlled the days trading with no apparent return
by the shortseller in Wednesday dealings.
The real threat to the shortseller is the potential that
...Maybe then Mr. Shortseller will be looking around for some UTEK too!
Message 2015204

To:Mark Ableson who wrote (1200)
From: mister topes

Monday, Aug 25, 1997 11:25 PM
Respond to of 3546

Don't you think it is ridiculous to call the transfer of
245,000 shares into a charitable trust a sale. This does not
constitute a sale in any way, shape or form. If the COB
choose to transfer a relatively small portion of his stake
into a charitable trust for reasons of gift giving at some
future date it is entirely up to him.
This has nothing to do with selling shares. This COB
is a wealthy and charitable figure and has a long record
of making generous charitable gifts. I would not be surprised
to see these shares remain essentially intact until much higher
prices develop in response to UTEK's new product portfolio which
is already creating steady accumulation of the shares.
Message 2048320

To:mister topes who wrote (1202)
From: mister topes

Monday, Aug 25, 1997 11:31 PM
Respond to of 3546

Well Mr. UTEK shortseller, are you lonesome tonight? Does your
heart ache tonight? Are you sorry you sold UTEK short?
Does you memory aim, for a clear sunny day, when your UTEK
short will someday be covered? Does your bank account have
enough money in it to payout all of the current and future
losses you are/will pile up as UTEK continues to forge higher
and conquers the thirties?
Here is some sage advice Mr. UTEK shortseller. Do not sell this
company short. ... Maybe then we will let you cover your ill advised short.
Message 2048361

To:Justa Werkenstiff who wrote (1210)
From: mister topes

Tuesday, Aug 26, 1997 11:57 PM
Respond to of 3546

Your post is outstanding. This is clearly why Mr. Z. was doing
when he made this transfer to the trust. Noone has any evidence
that any of these shares have been sold, and for that matter they
may not be sold all or in part for years. As you point out,
this has absolutely nothing to do with the CEO's opinion of the
company. Obviously the CEO knows full well the powerful dynamics
of UTEK's new product portfolio. I would expect we may be hearing
some good things about company prospects at the upcoming Mother of
all Tech Conferences at Montgomery Securities in September.
Right now UTEK looks as pretty as a rare diamond.
Message 2057850






To:Investor2 who wrote (1214)
From: mister topes

Wednesday, Aug 27, 1997 12:07 AM
Respond to of 3546

I do not believe Mr. UTEK Shortseller has a brain in his head.
If he did he would not have shorted UTEK with great bravado on
Tuesday August 19 when he was shorting to any buyer in sight in
size throughout much of the day. My guess is Mr. Shortseller
will cover his disastrous UTEK short position in September
during the Montgomery Securities Tech Conference when UTEK
will probably update investors on company developments. .. Right now UTEK looks like a 1998 Rolls Royce.
Sorry Mr. Shortseller, but instead of shorting you should have been
buying like me. I added heartily to my UTEK holdings at 25.50
on the day you were shorting like a madman. I like my side of
the trade a whole like better! Are you lonesome tonight?
Message 2057914
To:paul franc This is a response to a deleted message
From: mister topes

Saturday, Sep 13, 1997 11:20 AM
Respond to of 3546

Do you think republishing the proprietary information contained
in the newsletter is beneficial to other subscribers? Do you
think it is the right thing to do?
This makes the point that has been discussed on this thread
over and over. The minute Brinker issues the sell signal
for the next major bear market posters will be trumpeting the
news on the world wide web in about three seconds.
Then CNBC and CNNfn and everybody else will join in.
….
Message 2186687

To:William Partmann who wrote (1342)
From: mister topes

Monday, Sep 15, 1997 8:45 PM
Respond to of 3546

We should all thank paul franc for showing everyone the biggest
reason that Marketimer cannot be placed on the internet. ...Has anyone noticed the incredible relative strength in UTEK
recently? I suspect a move to the thirties is getting real close.
E-beam, pole trimming and P-Gild combined with increased
order activity could make the shorts wish they were dead.
Message 2201341

To:Justa Werkenstiff who wrote (1359)
From: mister topes

Wednesday, Sep 17, 1997 9:03 PM
Respond to of 3546

Brinker appeared in September of 1996 in San Jose and addressed
an audience of about five hundred. He is six feet tall and
fairly slender which is not surprising since he is always
talking about his running and exercise.
For those of you who went short UTEK earlier this month
in the mid-twenties, are you lonesome tonight? Will you get
upset if UTEK announces some great orders for its new
pole trimming tool? Will you get even more upset if orders
start popping up for UTEK's new E-beam tool? Will you get even
more upset when UTEK announces its first P-gild order? Will you
get even more upset if overall orders improve in the basic
stepper business? Well, its too late now, you have been bagged
bigtime by your bearishness on this 52-week high beauty.
Better check on your residual lines of credit to start meeting
your margin calls in your short account. What is your backup
plan, to cover at 40 or 50? If you are short, better off dead!
Message 2214714

To:Justa Werkenstiff who wrote (1369)
From: mister topes

Wednesday, Sep 17, 1997 9:17 PM
Respond to of 3546

Maybe Mr. UTEK shortseller will need one of Kulicke & Soffa's
new state of the art ball bonders next week when UTEK
appears at the annual Montgomery technology conference.
Seems to me Mr. shortseller's shorts could benefit from
a KLIC ball bonder ……Good grief, I am sure glad I was buying since the teens
and not shorting! Shorting UTEK is for fools.

To:Ian Stromberg who wrote (1384)
From: mister topes

Thursday, Sep 18, 1997 8:03 PM
Respond to of 3546

Don't stop thinkin' about tomorrow. That is the wise counsel of
Fleetwood Mac and very good advice for the UTEK shortsellers.
If you are short and wonder how you got screwed so very badly,
here is what happened. …. Are you lonesome tonight Mr. Short?
Message 2224061

To:mister topes who wrote (1385)
From: Roger B Finlen

Sunday, Sep 21, 1997 11:25 AM
Respond to of 3546

I own 1000 shares of utek @ 29 and follow this thread in the hopes of
finding solid fundemental info, earnings, orders, advances in tech and the such and I have read your RAH, RAH notes on UTEK. In reading those notes I find little or no information on the happenings of the company that might make this stock an attractive buy at these high P/E levels.
I have just reviewed two research reports, one S&P and First Call and see little to encourage my to continue to own and buy this stock.
1) in reviewing the last 4 years of "insider" buy and sells - the officers have sold stock at every opportunity.
"93 total buy 2,300 shares - sale none
'94 " " none - " 3. million (appro)
'95 none 350,000
'96 400 shares 179,400
the 400 shares bought were sold
'97 none 263,000
245,129 sold by CEO
2) UTEK is self proclaimed "low end Manu" with the least cutting
tech.
3) Since April 97 Paine webber down grades UTEK, COO resigns,
Smith Barney downgrades, no upgrades by analysts
4) Historical P/E range '93 18/29, "94 13/32, '95 14/40, '96 8/19
and this year 14/27, UTEK trading at high of its "97 range (only cause of Brinker) but no earning surprises, no tech advance, no upgrades.
Positives - no debt and shockholder equity $10 per share.
So my question is - other than Rah, Rah, what make this stock worth
more than 27 times expected "97 earnings ?????????/
This question is for Don Lane and all others on this thread. Input
requested. Roger Finlen
Message 2239903

To:Roger B Finlen who wrote (1403)
From: mister topes

Sunday, Sep 21, 1997 10:15 PM
Respond to of 3546

Roger, I frankly don't give a darn whether you like UTEK or not.
As far as I am concerned, you can never own a share and it makes
no difference to me whatsoever.
I have a major holding in UTEK at prices ranging from under $10
to the mid twenties. I have made so much money in UTEK I cannot
believe my good fortune. Along with Andrew Vance on this thread
I know this company just about as well as could be possible.
I have no obligation or desire to share my personal insight on
UTEK with someone that comes across as you do on your post.
You may wish to consider investing in some treasury bills.
They might suit you fine. Look back on my posts on UTEK at much
lower prices. Everyone knows these posts have been totally correct.
Except you of course.
Message 2242402
To:Don Kollmar who wrote (1496)
From: mister topes

Tuesday, Oct 14, 1997 7:45 PM
Respond to of 3546

UTEK is slated to report third quarter earnings prior to the market
….Seems like a sorry and sad decision to
sell this stock now. But buyers could be handsomely rewarded
over the next several quarters and add to their 80% gains
off the late April closing lowpoint of $17. Stocks a winner.
Message 2444992
To:Joe Dancy who wrote (1469)
From: miklosh

Friday, Oct 17, 1997 7:00 PM
Respond to of 3546

UTEK was #1 pick of guest (Rob Brinker) on NBR tonight.
Message 2479776
To:miklosh who wrote (1530)
From: ET

Friday, Oct 17, 1997 7:04 PM
Respond to of 3546

utek thread.... BOB BRINKER's # one stock is UTEK.....he is very excited about this company.......he said he would be buying that stock right here[around the 29 1/4] area.........he was on the NBR tv show ..........
Message 2479800
To:ET who wrote (1531)
From: Ian Stromberg

Friday, Oct 17, 1997 10:48 PM
Respond to of 3546

The transcript from Nightly Business Report.
...
KANGAS: Ultratech Stepper (NASDAQ:UTEK) recommended at 28. It's now about 30.
BRINKER: Yes. Ultratech Stepper is, I think, a special situation in capital equipment. They have a new process, Paul, "P-Gild" which is an advanced laser thermal processing tool for semiconductor manufacture in the smaller geometries. This is a big potential market. Could be a $2 billion market within a few years. They have other new products. They have a new mask-making division, Ultrabeam. They'll be coming in in '98. And they have a new pole-trimming tool, which is used for disk drive manufacturers. Saves a lot of money for the manufacturers in that area. I think Ultratech Stepper would be my single best purchase at this point. I would recommend buying that stock right in here tonight, in the 29-and-a-fraction area.
KANGAS: OK. That's U-T-E-K.
BRINKER: Yes. UTEK.
...
or read the whole transcript at:
quote.com
Message 2481327

To:Ian Stromberg who wrote (1547)
From: KM

Monday, Oct 20, 1997 10:18 AM
Respond to of 3546

Ian: Well the Brinker effect is alive and well. Up 2+. Guess I'll have to wait a couple more days to buy in.
Message 2492459
To:Moe who wrote (1621)
From: mister topes

Friday, Oct 24, 1997 8:13 PM
View Replies (1) | Respond to of 3546

Your information is wrong. Brinker recommended UTEK in his
newsletter in July as a buy at $24 and the stock traded
in the 23-24 range in late July presenting a buying opportunity
and then he raised his rating to "attractive below $30"
in his October newsletter. Obviously prices in the mid to
upper twenties would qualify as an attractive buy range in
accordance with this recommendation. The shares are well below
their September highpoint of $34.75 and buyers in the twenties
are buying in at reasonable prices relative to earnings prospects
going forward. Please check your facts before posting nonsense.
Message 2544638
To:Moe who wrote (1633)
From: mister topes

Saturday, Oct 25, 1997 11:24 PM
View Replies (2) | Respond to of 3546

For the second time in the past week you have posted nonsense on
this thread. Brinker has never managed individual equity
accounts for anyone. His BJ Group manages money using
no load mutual funds and asset allocation and long term
market timing. ... And since you are such a chartreader I suppose
you also believe in Astrology.
Message 2550745

To:mister topes who wrote (1636)
From: Lars

Sunday, Oct 26, 1997 10:30 PM
View Replies (2) | Respond to of 3546

don,
>>>…Astrology. >>>>
you make a great point......yours is also a prescient post....specifically the last sentence.....today at 5:26 cst brinker was speaking to alan in indiana (?).......he elaborated on his dislike for technical analysis..... brinker stated that he was not a chartist or astrologist.......if i recall correctly.......
lars
Message 2555498
To:Lars who wrote (1670)
From: mister topes

Tuesday, Oct 28, 1997 11:56 PM
View Replies (1) | Respond to of 3546

How many times has Brinker recommended accumulation of
UTEK in the mid to upper twenties for a 1998 objective
of $40. ..He also called this sweetheart a "raging buy" at $14
last year…. Relative strength in these
shares has been truly impressive. Those who have
a problem understanding this recommendation graduated
along with Forrest Gump.
Message 2579537
To:Joe Dancy who wrote (1729)
From: mister topes

Friday, Nov 14, 1997 9:44 AM
View Replies (3) | Respond to of 3546

Your post is ridiculous. Why would someone who just issued a
buy on a stock immediately turn around and say sell.
Brinker has never operated this way. …Brinker does not do the fast in and out overnight
trading stuff in his newsletter and he never has operated that way.
Your email probably came from somebody with a large UTEK short!
Message 2725245
To:Zach E. who wrote (1750)
From: mister topes

Wednesday, Nov 19, 1997 10:34 PM
View Replies (1) | Respond to of 3546

After reading the post about the 10-Q I checked the similar
filing made by the company three months ago since this is a
quarterly exercise. ..
Given the fact that these filings are written by lawyers for the
purpose of minimizing expectations in order to fend off litigation
minded individuals I would be inclined to regard the 10-Q as a non-
event……
Message 2772403
To:Dave Kahn who wrote (1791)
From: Charles Webster

Sunday, Dec 7, 1997 1:11 AM
Respond to of 3546

Bob did mention UTEK. If I remember he commented that the dram price
cuts should not impact UTEK because their product line is not intended
for dram manufacturers. He also commented that the decrease in dram
prices is good for Intel.
Message 2898929
To:Justa Werkenstiff who wrote (1800)
From: mister topes

Sunday, Dec 7, 1997 10:01 PM
View Replies (1) | Respond to of 3546

My underground reliable sources who attended last week's
big semi equipment party in Japan say the tone was decidedly
negative. No doubt Mr. Art was caught up in the negativity
and decided to go along. ….
If UTEK ships its first E-Beam product in December as expected,
and reports earnings reasonably in line with expectations in Jan.,
the stock has the potential to hold together before moving way up.
Message 2902751

To:Dave Kahn who wrote (1807)
From: mister topes

Monday, Dec 8, 1997 11:31 PM
View Replies (1) | Respond to of 3546

Some of the analysis regarding UTEK that appears on this thread
is good. But at times their are glaring holes in the analysis that
are big enough to drive a truck through.
..With the initial E-beam machine going out the door this month,
I would say Mr. Short may be in for a very difficult experience
once the current short-term blahs in the group are played out.
And if UTEK comes in with essentially in line Dec. quarterly
earnings, Mr. Short may be calling 911 instead of his broker.
Once investors shift their attention to E-Beam and P-Gild,
which are now UTEK's bigtime future growth tools, Mr. Short
may need a doctor instead of a broker. Whoever has decided to
bet the ranch short on this stock in the mid-twenties may be
begging for UTEK shares at higher prices in 1998.
Message 2912787
To:PETE from STAMFORD, CT who wrote (1849)
From: stock bull

Saturday, Dec 13, 1997 8:34 PM
View Replies (2) | Respond to of 3546

Bob Brinker, on his Saturday radio show, quoted the same article. Do you think its now time to jump in a buy some more stock?
Stock Bull
..

r.com/stocktalk/readmsg.aspx?msgid=2959171
Message 3004653
To:Justa Werkenstiff who wrote (2355)
From: mister topes

Monday, Apr 20, 1998 9:58 PM
View Replies (1) | Respond to of 3546

UTEK shares are certainly putting on a show ... On the other hand, if you are short four
million shares of a stock like UTEK you probably get tired of
seeing the stock go from 19 to 20 to 21 to 22 to 23 without any
serious sellers showing up week after week after week. …Could earnings improve as early as the 2nd quarter?
Now there is a really scary thought for the shorts to mull over!
Message 4136954
To:Bert P who wrote (2357)
From: mister topes

Tuesday, Apr 21, 1998 10:35 PM
View Replies (1) | Respond to of 3546

UTEK shortsellers have really boxed themselves in now. …. But if this is the case, what are the four
million shares of shortsellers to do? Even if they can catch a
little weakness after UTEK reports first quarter numbers Thursday
morning, they must still face the fact that Ultrabeam shipments are
slated to ramp .. Woe are the shorts, but what are they to do?
The sellers were taken out by the bears in the twenty area and
now the stock has moved into very very strong hands based on the
prospects of dramatic improvement into next year. And of course,
UTEK still has tons and tons of cash, which could easily produce
a high tech acquisition to further improve prospects going forward.
Looks like the four million shorts screwed up bigtime this time!
Message 4151709
To:Investor2 who wrote (2364)
From: mister topes

Thursday, Apr 23, 1998 10:31 PM
View Replies (1) | Respond to of 3546

That non existent trade at 23 never happened. It was a misprint
that was incorrectly entered into the system by a market maker.
….
Nobody is buying UTEK for current earnings, only for the future.
Message 4187170
To:Investor2 who wrote (2543)
From: mister topes

Tuesday, Jul 14, 1998 8:20 PM
View Replies (1) | Respond to of 3546

UTEK has scheduled its quarterly earnings conference call
for July 23rd at 7:30 a.m. Pacific Time……You've gotta love this baby under $20!
Message 5195107
To:Justa Werkenstiff who wrote (2553)
From: mister topes

Wednesday, Jul 15, 1998 10:39 PM
View Replies (3) | Respond to of 3546

Look for UTEK Chairman to appear on CNBC …. Prospects remain excellent
for Ultrabeam and Verdant, and the ISI acquisition could produce
an interesting product too. All in all, its still a 1999 story.
Message 5210350
To:Investor2 who wrote (2584)
From: Justa Werkenstiff

Monday, Jul 27, 1998 3:30 PM
View Replies (1) | Respond to of 3546

……
I have concluded that UTEK has a Brinker effect associated with it. For all those posters who do not know what I am talking about, Bob Brinker is a well respected and national financial radio show talk host and newsletter writer who has this issue as his only stock buy at this time. He rarely recommends stocks and made this recommendation in his newsletter about a year ago. What difference does this make to you? His listenership is quite loyal. Take my word for it. I believe they have slowly become a large part of the shareholder base for this company. And they simply will not sell absent such advice from Brinker. Moreover, Brinker is going to hold on to this company for the long term as he is not one to trade in and out of stocks in his newsletter. The shorts made the bet that the price of this stock would drop like a rock to book value in this downcycle with individual investors heading for the exit like with other small cap semi-equipment stocks. What they have failed to calculate is the Brinker effect and now they are going to pay for that miscalculation IMO over the next few months in the light of improving UTEK fundamentals.
Message 5327038
To:Justa Werkenstiff who wrote (2613)
From: mister topes

Monday, Jul 27, 1998 10:03 PM
Respond to of 3546

Your analysis of this extraordinary effect is absolutely brilliant.
Unfortunately for the shorts, they were unaware of the awesome
support provided by this dramatic effect, and now they are faced
with the sad realization that UTEK has already reported the
worst news for this cycle, but the stock has holding in the
20 range like a rock. Of course, this is a massive problem for
the shortsellers because they are now short close to 3 million
UTEK shares in the face of improving …. Also, they must cope with actual net daily trading volume
of less than 100,000 shares, and the realization that probably
millions of UTEK shares have been putaway for a rainy day.
God help the shorts when this stock starts moving, they will be
destroyed on the way up and will lose their collective short shirts.
Message 5331087
To:pride who wrote (2667)
From: Demosthenes

Saturday, Aug 22, 1998 3:55 PM
View Replies (4) | Respond to of 3546

Pride and all,
I've buying since the summer of 96 also. And share your sentiments. Justa has commented on the "Brinker effect" on UTEK, which means people like us who know he's right will not sell this company. I've been on the phone with UTEK IR this week and here are some facts:
1) UTEK sent out 11,000 annual reports for 96, but sent out over 38,000 of them in 97, due to, in their words, Bob Brinker. These people, like us, will not sell their shares.
……
Message 5564649
To:Tom Murphy who wrote (2833)
From: mister topes

Friday, Oct 30, 1998 12:15 AM
View Replies (1) | Respond to of 3546

Call it a false perception if you want, but here are the facts on
Bob's two favorite large cap semi capex stocks:
Novellus has rallied from 21 to 39 in 3 weeks close to 90%
Teradyne has rallied from 15 to 32 in 3 weeks over 100%. …..

Message 6220389
To:A. Wayne who wrote (2845)
From: mister topes

Friday, Oct 30, 1998 5:54 PM
View Replies (2) | Respond to of 3546

…Seems to me those short millions of UTEK shares may have
a real problem finding shares available to buy back at
these prices in the face of an industry turnaround down the road.
I would not even consider being short this stock now given the
shareholder demographics and the narrowing floating supply. No way.
Not to mention $6.60 in cash and $10.60 in book value!
Message 6231127
To:joe fabitz who wrote (2939)
From: mister topes

Friday, Dec 25, 1998 2:29 PM
View Replies (1) | Respond to of 3546

I have never ever heard Bob say every stock he likes will go
up. However every weekend he says to spread specific stock
risk very carefully by limiting single stock exposure to a
maximum of 4%. Imagine what a 4% position in Microsoft on
Bob's recommendation in 1990 at $3.75 is worth today? Or a
4% position in Bob's recommendation in l989 of Vodafone at
$16.75 per share. All prices are split adusted of course.
If Bob could guarantee every stock he likes would be a
ten bagger like VOD or a 35 bagger like MSFT he would be
God. He has never made that claim but has always said the
market will do what the market will do. He has also been fully
bullish for eight years as the Dow soared from 2300's to 9200.
And what better way to exploit that rise than VTSMX.
Message 6972032
To:Bald Eagle who wrote (2994)
From: stock bull

Wednesday, Jan 27, 1999 12:32 PM
View Replies (1) | Respond to of 3546

Bald Eagle, Brinker has been somewhat quite with respect to the stock. Still has a buy under $18.
Stock Bull
Message 7511321
To:Demosthenes who wrote (3312)
From: mister topes

Tuesday, Oct 19, 1999 7:55 PM
View Replies (2) | Respond to of 3546

Recent attempts to conduct an internet bear raid on the
shares of UTEK are based on false information.
After researching the subject today, I have learned
there is no truth whatsoever to the internet story
stating UTEK is recalling their Saturn series of
machines due to Y2K non compliance. …
Message 11643286
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext