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

To: geode00 who wrote (13709)	4/13/2001 2:50:31 AM
From: Math Junkie	Read Replies (2) \| Respond to of 42834

Geode, I suspected that UTEK might underperform because I was working in the industry at that time and didn't like what I was hearing from former employees. But it was by no means a sure thing that it would turn out that way, and it is unlikely that Brinker would have been privy to the information I had. Without knowing that, and without knowing that the Asian financial situation was going to scuttle what otherwise was looking like a nice recovery from the previous industry downturn, the UTEK play was a very reasonable one to make at the time. Playing the semiconductor equipment sector is not easy. You don't have to come up with paranoid conspiracy theories to explain someone having a pick go against them.