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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (6303)	6/27/1999 8:06:00 PM
From: Justa Werkenstiff	Respond to of 15132

Ian: Agree completely that market should be skeptical of UTEK. And the market was real skeptical of SFAM when it was trading between $11 and $12. BUT perceptions in a nice recovery in this sector can change quickly and some might be willing to give UTEK another look for whatever reason so long as they bring in some orders for goodenss sake from whatever product line. If we get some new technology orders (hello P-Gild and Ultrabeam), that would be a huge bonus. Right now it is priced as an also-ran with little hope of doing anything but picking up recovery scraps. And I don't disagree with the market on that one as there are some serious credibility issues outstanding with this company. Even with all this considered, I still believe UTEK still has immediate short term appreciation potential because there is so much negative sentiment with this company that any sustainable good news will cause the big boys to give this one a second look. This is the environment for sustainable good news. We have a nice recovery going into SEMICON West and everyone will be putting their best foot forward. And I have to say that the presses at UTEK seem to be working 24/7 now in order to make this happen. The story line is there and the fish are beginning to nibble IMO. First comes LRCX and then the smaller ones like SFAM, SVGI and UTEK. BTW, although Black has mentioned other small cap equips before, the is the first time to my knowledge he has come out on SFAM.