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

To: Rillinois who wrote (13723)	4/13/2001 12:21:44 PM
From: Kirk ©	Respond to of 42834

You DO have a good memory! Message 4840463 Maybe they didn't sell to Asia, but 50% of their business was with Disk Drive companies that went into the toilet at the same time that the semiconductor industry hit one of their cyclical declines. Serving two distinct markets was to help cushion them on the downside, but was their demise when they tanked at the same time and the DD market didn't recover in late 1998 as did the semi industry. RE Ethics. #1: I was upset that he didn't disclose the relationship as I am well aware that I tend to favor companies that were "smart enough to hire me" and it is a common thing. Most people have FAR TOO MUCH in company stock. I don't believe Brinker was pitching UTEK for pay but he was, in effect, pitching "his company stock" and we were not aware of the relationship and should have been told. #2: I have a consulting gig with a company similar to the BJ Group and they were on me every time we met to not recommend my internet stock in my newsletter even though I just do it for fun and say it is like Vegas money. They kept telling me it is "unetical to recommend a company that compensates you", even though I fully disclose that I get $15 a month from them! I have now agreed to their wishes and don't give buy/sell levels any more but do report on key developments for those that hold the stock since it is not fair to abandon them. What I really like on TV now is they SOMETIMES ask analysts that pitch stocks if they "are buying now" so they can determine if the analyst is pumping the stock to dump it or if they really believe in it. I LOVE it when an analysts squirms and says "we hold it but are not now adding to our position"... best regards Kirk out

To: Rillinois who wrote (13723)	4/13/2001 12:28:16 PM
From: Skeeter Bug	Respond to of 42834

Message 4840463 rill, those facts aren't good b/c it makes bob look bad. ;-)

To: Rillinois who wrote (13723)	4/13/2001 1:19:11 PM
From: Math Junkie	Respond to of 42834

"BB also said throughout the fall and winter that the chip-equipment group would not be hit by the Asian crisis because in order for chip companies to be competitive they had to buy the latest equipment." The interesting thing is that as late as December 1997, James Morgan, CEO of Applied Materials, was saying the same thing on CNBC. I'll never forget that interview. (For any lurkers not familiar with the sector, Applied is the industry leader in the U.S. semiconductor equipment industry.)