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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (10657)	11/1/2000 12:34:47 AM
From: Diamond Jim	Respond to of 42834

JJ, why are you even on this thread, didn't you vow a few years ago to create a K bob's A thread and never post here again? What's the matter, is your job to search and destroy all that care to dare question anything bob related? Bet you wish you could delete, alter, and ban people from SI and Yahoo threads. Well, too bad, you can't. Why don't you stay where things are controlled.

To: Justa Werkenstiff who wrote (10657)	11/18/2000 8:36:51 PM
From: Kirk ©	Read Replies (2) \| Respond to of 42834

A nice piece of digging by your old friend Rande. This was posted by Rande Spiegelman who gets credit for digging up some pretty interesting stuff now and then... suite101.com NBR 10/17/97: BRINKER: [Uniphase]... trading around 80. Yes. I would book that profit. I would sell that stock; it's about 33 times next year's earnings. It has been a huge home run winner for us. I would take the profit. KANGAS: Ultratech Stepper (UTEK) recommended at 28. It's now about 30. BRINKER: Yes. Ultratech Stepper is, I think, a special situation in capital equipment. They have a new process, Paul, PGild (ph), which is an advanced laser thermal processing tool for semiconductor manufacture in the smaller geometries. This is a big potential market. Could be a $2 billion market within a few years. They have other new products. They have a new mask-making division, Ultrabeam. They'll be coming in in '98. And they have a new pole-trimming tool, which is used for disk drive manufacturers. Saves a lot of money for the manufacturers in that area. I think Ultratech Stepper would be my single best purchase at this point. I would recommend buying that stock right in here tonight, in the 29-and-a-fraction area. KANGAS: OK. That's U-T-E-K. BRINKER: Yes. UTEK. KANGAS: NASDAQ. BRINKER: NASDAQ. AND, tuning the Wayback Machine to January of 1997, we get this (NOTE: wasn’t the first time UTEK was recommended, based on transcript AND note Brinker pounding the table for small cap over large cap -- forget the fact that he picked a major dog of a fund, he MISSED the macro Big Picture fact that large cap would trounce small cap for the following three years as never before)… NBR 1/24/97: BRINKER: Yes, Montgomery Small Cap Opportunity Fund was up 37 percent it's first year 1996. I would buy that fund, and certainly I'd buy the small cap index as well. And small cap companies can be very attractive also. KANGAS: So you favor the small cap in the future? BRINKER: Yes. KANGAS: Over the large cap. BRINKER: Especially now. The disparity between large and small cap is quite wide at this point, and I would - I would look to include small caps here. KANGAS: Okay. Anything else? BRINKER: Well, last time we talked about Ultratech Stepper (UTEK). Now, here's a company that has a near monopoly on a unique piece of equipment that is used for MR thin film head manufacture. And I think Ultratech Stepper which was 25 on my last visit... KANGAS: Now, 28 1/4. BRINKER: It's 28 1/4. I think this stock will be in the 40s within a year. KANGAS: Quickly now. You also gave this as the only clinker you had in that entire interview, Stanford Telecom (STII). It was at 55. It's now all the way down to 32. Out of it? BRINKER: I would say no. I would say the stock is attractive here. It's on sale here, a very technology rich company, broadband wireless, personal satellite communications, cable modems. I think the stock's a buy