COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Scrapps who wrote (7369)	10/23/1997 2:01:00 PM
From: Jeffery E. Forrest	Read Replies (2) of 22053

These capital equip companies do alot of biz in Asia, so they're gettin' it. Unfairly in my opinion. They have all been beaten to a pulp already, yet they are coming in with good to great earnings. TER is a good solid blue-chip type semi-equip. It will reward in the long haul. It's not a stock I trade. I've owned some for years now and added to it on weakness. I did lighten up to almost nothing when they all tanked a couple years ago, but bought back bigtime when it was in the teens. UTEK is a future story. They have all kinds of cutting edge product in the pipe. It's a good solid company that reports in a conservative fashion. They were not expected to have a good quarter. Mostly because of weakness in the disk makers. They make products that the head makers use. I think it's cheap here. Dig into UTEK. It has some real neat products and will be a major player in a year or so. I feel as bullish about it as anything in my portfolio.

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