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

To: Investor2 who wrote (2394)12/13/1997 7:57:00 PM
From: Carmine Cammarosano  Read Replies (3) | Respond to of 42834
 
Why does Bob B. like UTEK?...seems like the revenues and profit margins are decreasing...both the June quarter and Sept quarter on '96 looked much better than the June and Sept quarter of this year...the industry is out of favor...the stock was just downgraded on Friday by PaineWeber...I do not get it...thanks in advance, for any insight...P.S. Bob Brinker is smart and tends to be sensitive to valuations, it seems to me that he should have seen this coming(slowing sales and profits) and made a recommendation to buy it(I am assuming it is a good company) when it got into the low teens rather than the $30 level...



To: Investor2 who wrote (2394)12/15/1997 2:00:00 AM
From: Capitalizer  Respond to of 42834
 
Did anyone catch Bob's overall prognosis for the semi-equip companies as far as his expectation of their pricing over the next few months?

I did hear him say that they are reasonably priced now, but the charts seem to say that they can easily go a bit lower before reversing--even AMAT, KLAC, and NVLS.

good luck all.


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