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

To: Investor2 who wrote (9300)	10/15/1999 12:35:00 AM
From: mister topes	Read Replies (2) \| Respond to of 15132

Perhaps it is true that Fidelity, in an effort to rid itself of many semi capex small cap names, dumped UTEK for a tax loss by closing out their UTEK firesale with several hundred thousand shares around $12.50 thereby providing the stock with a successful test of its prior low and cleaning out the available supply. Perhaps it is also true that the Saturn Spectrum Three bump processing tool for back end assembly is about to take off on a growth track that could produce sales of 200 to 300 machines at $1,400,000 per pop. Perhaps it is also true that UTEK's base business is picking up nicely as the semi cycle begins a major up phase. Perhaps it is also true UTEK has the potential to earn much more than current Year 2000 consensus estimates with excellent follow on potential the following year. If these things were true, it would be easy to understand why UTEK has tacked on 30% in price since bottoming on October 4. And of course, any remaining shorts have been hung by their toenails over the past few days. The shorts must be pulling their hair out, as UTEK's October surge has been accompanied by declining overall stock prices. UTEK should provide some information on company fundamentals during their October 21 conference call. Should the company achieve breakeven for the September quarter and post a profit in the December quarter, many of the naysayers may decide to take a hike.

To: Investor2 who wrote (9300)	10/15/1999 5:33:00 AM
From: Justa Werkenstiff	Respond to of 15132

I2: I can't improve much on don's take and we thank him for it. All I add is that after two weeks of huge volume which suggests the move of the stock from weak hands to strong hands, volume dried up a bit yesterday which suggests UTEK may be overbought. Also, once a small cap semi equip is positioned to make a profit and has any chance of giving sequential growth on the top and bottom line, it is immediately vaulted to prime time status in the group. Moreover, this game has been played so often in this sector and makes for great trades if one is not sleeping at the switch. They were dumping KLIC at the end of August and brought right back to $19 support at which point Justa jumped in and took it right back to $27 in short order. Today, I see the same thing going on in PLAB and perhaps WFR as well.