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Technology Stocks : Full Disclosure Trading -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (5243)4/23/2003 2:11:16 PM
From: Ian@SI  Read Replies (1) | Respond to of 13403
 
OT,

Cary, I suspect that your 8 will do better than UTEK. KLIC, I'm less certain about. While I doubt that we'll see $40s or better during the next cycle, the $20s wouldn't surprise me and a 4 bagger is always nice.

UTEK also has the storage business; flip chip may not take off as quickly as some think. Sort of like the death of optical lithography. It's been "10 years from now" for the last 30 years or more.

FWIW,
Ian


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