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Technology Stocks : Ultratech Stepper -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (1689)	11/4/1997 9:35:00 PM
From: ccryder	Respond to of 3696

<<I am not a slave to beating the index by the time the year ends>> Looks like I will beat them all, but not with UTEK's help. I'll probably do well to break even on my Feb 20's.

To: Justa Werkenstiff who wrote (1689)	11/7/1997 4:44:00 PM
From: Mike Yiu	Read Replies (2) \| Respond to of 3696

Justa or anyone, "Applied Materials, which does 48 percent of its business in Southeast Asia; Atmel, with 25 percent;and Advanced Micro Devices, with 30 percent. Cymer is another company we'd avoid, since it does 57 percent of its business in Japan. Networking companies like Ascend Communications, which has 20 percent exposure to Southeast Asia, will also be adversely affected." How about UTEK? How much percentage of UTEK business in Southeast Asia?

To: Justa Werkenstiff who wrote (1689)	11/8/1997 1:27:00 PM
From: Sam	Read Replies (1) \| Respond to of 3696

Justa, "I am not sure the big boys and girls care about 1999 let alone 1998 at this point. They are still trying to deal with 1997. Such is the advantage of being an individual investor. Thank goodness, I am the only one I have to report to and I am not a slave to beating the index by the time the year ends." Amen. Except I have to report to my wife occasionally as well, who can be pretty tough sometimes. BtW, another one to look at for '99 is SNDK. Good cap gains ahead on both of these stocks, even though each may go lower from here near term.