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

To: bill who wrote (1967)	12/30/1997 9:38:00 PM
From: Jurgis Bekepuris	Respond to of 3696

Bill, >No flames coming from this direction - I love guys like >you. :-) You should hate me - I am not a bear. :-) Well, maybe I am a short term semi-equip bear. :-) I currently hold a bunch of stocks and almost no cash. UTEK puts are the only hedge I have. ;-) I am no growth investor myself - I use modified "Super Stocks" approach with emphasis on Buffett'like criteria (NKE, PEP, UM). Some of my buys are marginally Super Stocks (semi-equips, IKOS). Others are pure experiments - arbitraging, high-tech options, and so on. Good luck to you in your value investments. Raimondas

To: bill who wrote (1967)	12/31/1997 2:08:00 AM
From: Xplorer	Read Replies (1) \| Respond to of 3696

Bill, Small question on this thread, Refer to "Lots of free cash & low or no debt" UTEK might be attractive for takeover hostile or otherwise with the thought of using the cash later to pay for it. Thoughts??? Is this an old thread? Thanks, Steve

To: bill who wrote (1967)	1/7/1998 12:18:00 AM
From: Pink Minion	Respond to of 3696

Raimondas, all these things are true. IMO, you are 100% correct. I guess our only difference is that the cash is more important to me because I'm just a simple-minded, The problem I have with companies that hoard cash is that it distorts their real earnings (Yahoo). Not that cash is bad, but are you investing in a bank or a company that makes semi equipment? I like to see a company have 1/4 of their sales in cash. But, of course, I'd rather see too much than too little. Beavis