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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (7369)	10/23/1997 2:01:00 PM
From: Jeffery E. Forrest	Read Replies (2) \| Respond to of 22053

These capital equip companies do alot of biz in Asia, so they're gettin' it. Unfairly in my opinion. They have all been beaten to a pulp already, yet they are coming in with good to great earnings. TER is a good solid blue-chip type semi-equip. It will reward in the long haul. It's not a stock I trade. I've owned some for years now and added to it on weakness. I did lighten up to almost nothing when they all tanked a couple years ago, but bought back bigtime when it was in the teens. UTEK is a future story. They have all kinds of cutting edge product in the pipe. It's a good solid company that reports in a conservative fashion. They were not expected to have a good quarter. Mostly because of weakness in the disk makers. They make products that the head makers use. I think it's cheap here. Dig into UTEK. It has some real neat products and will be a major player in a year or so. I feel as bullish about it as anything in my portfolio.