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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: wooden ships who wrote (1178)8/14/1997 4:20:00 PM
From: Alan Whirlwind   of 42834
 
These are the Brinker recs from January:

KANGAS: So you favor the small cap in the future?

BRINKER: Yes.

KANGAS: Over the large cap.

BRINKER: Especially now. The disparity between large and small cap is quite wide at this point, and I would I would look to include small caps here.

KANGAS: New suggestions?

BRINKER: Well, there's a proprietary technology company, Uniphase that has a technology that speeds the transmission of date with the use of fiberoptics. And Uniphase, I think, is going to make new highs this year. This stock was 60 a few weeks ago. It's trading at 45 now.

KANGAS: Symbol?

BRINKER: UNPH on the NASDAQ.

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.

KANGAS: Quickly now. You also gave this as the only clinker you had in that entire interview, Stanford Telecom (STII). It was at 55. It's now all the way down to 32. Out of it?

BRINKER: I would say no. I would say the stock is attractive here. It's on sale here, a very technology rich company, broadband wireless, personal satellite communications, cable modems. I think the stock's a buy.

(I pity the poor sap who picked up that last one at $55 on a previous rec. That's the trouble when you're a small fry and can only nibble one at a time. Probably why Brinker focuses on Funds instead of individual picks)
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