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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (34322)	10/5/2000 8:01:29 AM
From: Jerry Olson	Respond to of 50167

Good Morning Ike.. we actually hit the 1416 number which by coincidence was the Carpino lower trading band..my cycle guy<g>.. we always have a reaction UP from these bands and my guess would be the 40sma overhead at 1475 area..if we get a spirited rally maybe 1488 tops... i will continue to short this rally till i feel the time is right to invest in the market... as i said last week..i felt it was prudent to nibble a bit at these levels, because even if we rally back up and then down, we will probably hit those targets again, and maybe a bit lower for the washout i am looking for later this month... so a piece here and then another on down the road... if you look at the daily candle chart of the 30 year Bond..you can plainly see a cup and handle type formation, heading right up to the 200 overhead at 6%++ this to me will stop any rally right in it's tracks..the fly in the ointment if you will...to me a major negative... also Ike..with these big cap techs warning about this quarter, and now next quarter, i feel a real bottom will come much later this year than the last 2-3, during this time frame... so i am still in daytrading mode, with a bent toward a few earning plays for swing trades exiting the day before eps dates...A Jenna of Market Gems special... otherwise..i will let this market SHOW ME the MONEY for the true turn up...the real turn up...this imo will only be a tradable bounce..period... the lows we hit yesterday will be revisted for sure...not a doubt in my mind...so we'll see... a bull, with a bearish bent, just a bit more bullish today<g>.. regards in your homeland, send regards to everyone there from me please...we hope all is well... best to you my friend.. OJ

To: IQBAL LATIF who wrote (34322)	10/5/2000 8:19:05 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

A quality post on multex on UTEK AMD comparison.. Title: RE: UTEK's Time is Coming Soon Reads: 196 times Posted to: MSA Posted by: jrmcneill on 9/30/00 10:43:50 AM -------------------------------------------------------------------------------- the report by Stu8Sage on UTEK is interesting. however, i couldn't help but compare UTEK's current earnings, pricing and projections to my favorite holding, AMD. Sage expects 2000 earnings for UTEK to be $0.17. If he's right, the (partially)forward PE for this year, based on the current price (now up from 15 to 16 1/16) is nearly 100:1. 2001 earnings are projected to be $0.80, with price expected to double to $30, which would put the PE at slightly under 40:1. AMD, on the other hand, has actual profits of $1.05 on a trailing 12 month basis. When its Q3 loss (its last loss) is replaced with $0.65 to $0.70 or more in a few days, the TTM earnings will jump to over $2.00. By year end, earnings could easily exceed $3. Yet AMD is currently priced at only $24. Its actual TTM PE will be less than 12 when Q3 results are announced, and would be less than 8 for the full year. AMD's athlon and duron cpus have outclassed Intel's P!!! this year and this is during a time when its state of the art Dresden, Germany plant has just begun production. Next year, AMD will have many more millions of top of the line cpus to sell. Its earnings picture for 2001 looks even brighter for 2001. UTEK may be a bargain at $16...but i'd say AMD is a screaming bargain at $24. why the market prices a stock like UTEK at a 100:1 PE while AMD sits at the 10 range flabbergasts me. sometimes the market is not very smart... On 9/26/00 12:00:34 PM, Stu@Sage wrote: >I have followed UTEK with interest since Bob Brinker called it a "Screaming Buy" a few years ago. The problems in the Far East destroyed the demand for chip equipment makers and the stock has sat between 11 and $19 a share for the last year. There are several factors that make me feel that the tide has turned for Ultratech Stepper. >The Second Quarter results shocked Wall Street when they turned the corner earlier than expected and report a profit of $.01 instead of the expected loss. Analysts are very impressed with UTEK's bookings and have increased the 2000 earnings estimate to $.17 this year and expect $.80 next. The most recent research report available sees long term growth of 25% and has a 12 month target price of $30. This seems like a very attractive double from its current $15 price range. They see very little downside risk. The book value of UTEK is $9.58. Applied Materials recently agreed to license UTEK's Verdant Laser Technology. UTEK has enormous upside potential in several of its product areas. >UTEK introduced its latest Stepper just this month and already have received orders and shipment is planned later this month, which should be a big help to third quarter earnings, which will be announced on Octoer 23. UTEK also ammounced this month that Rick Timmis, VP of Cisco Systems, has been added to the UTEK Board of Directors. In light of the research that I did for this post, I have placed an order to take a position in UTEK. Sage Stu > >Opinions expressed are those of the individuals offering commentary and may not reflect the views of Multex or Sage Online. Sages, Sage Online and Multex offer only opinion, not professional financial advice. Guests should always do their own research before making any investment and are solely responsible for their own decisions.