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Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST
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To: Investor2 who wrote (2584)7/27/1998 3:30:00 PM
From: Justa Werkenstiff  Read Replies (1) of 3696
 
I2 and All: "Did you see the hit ASMLF took after their press release?"

Yes, I took that opportunity to establish a position in that company as well. They pre-announced the entire second half of the year with a terrible outlook. Seemed like a good opportunity as there is no doubt going to be renewed demand for DUV with the move to .18um and their steppers are class products at this time.

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.
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