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Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST

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To: Justa Werkenstiff who wrote (2977)1/14/1999 12:05:00 PM
From: Kirk ©  Read Replies (1) of 3696
 
But institutions, IMO, will have a show-me-the-money attitude before committing heavily to UTEK given the poor guidance the company has provided of late.

Agreed. Isn't it interesting how well Lam's price has gone up with Bagley being positive for the future after he was right about the downturn? It does help that others in the sector went much lower in overall valuation. Utek seems to have a huge valuation built in due to Brinker Effect or many seeing the bright future as I think it is still richly valued on P/S or P/B.

regards
Kirk out
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