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

To: Boca_PETE who wrote (4862)	5/7/1998 7:40:00 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 42834

The price you pay for a stock determines your rate of return. The higher you pay, the lower your return. The lower you pay, the higher your return. Granted that it is humanly impossible to buy at the exact bottom, but anybody who missed the bottom by miles should at least have the grace to admit that his recommendation was not properly timed after all. I wonder why am I saying all this anyway... for sometime ago, I visited Brinker's website and there, I saw a link to this thread! Now, that was sufficient indication that we can never have an objective discussion about Brinker on this forum.

To: Boca_PETE who wrote (4862)	5/7/1998 8:09:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 42834

When UTEK was $34.50 last fall, Jerry was wrong. When UTEK touched $18 a few months ago, Jerry was right. When UTEK was $25 a few weeks ago Jerry was neither right nor wrong. So Jim, What does all this prove ? == Pete, it proves nothing, but what nobody will admit is that the door swings both ways. Every caller tells Bob how great he is and he loves it, just like this thread does too. Bob calls stock X "dead money" or stock Y a "trading stock" but let one caller question his pick (UTEK) and for the rest of the show he harps on it, give me a break. If someone holds a stock for a while, and I can name one he's harped on many many times, then the Brink will say it's a bad move. When Jerry questioned UTEK why is that any different, that money sitting there on that DOG is no different than any other $ sitting on another dog. Bob says "everyone wants immediate gratification", he is way too sensitive. Everyone is so afraid to offend the guy its comical. I wish Bob would replay that Jerry call, I think the guy spoke cautiously he was trying so hard to be polite. I heard the whole call, it was entertaining. UTEK will probably be a 1999 stock as Bob has said or 2000 or whatever, God forbid I put words in his mouth on this thread. jim

To: Boca_PETE who wrote (4862)	5/7/1998 8:11:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 42834

Pete: Here is a view of the semiconductor capital equipment stocks as they have fallen off their 1997 highs as of May 1. Seen in this light alone (there are other measures where UTEK may not look as stellar), UTEK has held up well: 1995 1997 05/01/98 HIGHEST HIGHEST CLOSE PERCENT SYMBOL COMPANY PRICE PRICE PRICE CHANGE PLAB Photronics 20.24 31.38 37.06 18 ASMLF ASM Lithography Holdings 28.00 105.75 88.00 -17 AFLX Adflex Solutions 31.13 28.50 22.38 -21 NVLS Novellus Systems 43.19 64.69 49.25 -24 WJ Watkins Johnson 56.25 37.25 28.06 -25 DPMI Dupont Photomasks 72.00 52.69 -27 UTEK Ultratech Stepper 46.75 34.38 24.88 -28 ETEC Etec System 9.17 67.13 47.88 -29 NANO Nanometrics 10.13 13.63 9.38 -31 MASK Align-Rite International 18.00 24.00 16.25 -32 AMAT Applied Materials 29.56 54.00 36.06 -33 ATMI ATMI Inc 15.44 41.75 27.25 -35 TER Teradyne 42.00 58.75 36.81 -37 HELX Helix Technology 27.00 32.19 20.00 -38 SFLX Smartflex Systems 18.75 17.50 10.75 -39 COHU Cohu 35.75 56.00 33.63 -40 LTXX LTX 14.00 8.19 4.69 -43 PHTN Photon Dynamics 12.00 8.38 4.75 -43 KLAC KLA Instruments 46.91 75.63 40.44 -47 VECO Veeco Instruments 29.13 72.50 38.50 -47 GSNX Gasonics 26.83 23.06 11.88 -48 SVGI Silicon Valley Group 48.38 37.75 19.38 -49 IMSC Integrated Measurement Systems 16.50 20.00 10.25 -49 FSII FSI International 37.75 23.19 11.69 -50 CMOS Credence Systems 40.25 54.13 26.38 -51 IPEC Integrated Process Equipment 54.50 37.19 18.00 -52 EGLS Electroglas 39.75 35.25 17.06 -52 SMTL Semitool 36.00 26.88 13.00 -52 PRIA Pri Automation 22.38 58.50 27.25 -53 CYMI Cymer 48.75 22.31 -54 LRCX Lam Research 71.75 66.31 30.13 -55 SFAM SpeedFAM 18.25 60.38 27.19 -55 ASYT Asyst Technologies 26.50 47.25 21.19 -55 TGAL Tegal 13.88 11.25 5.00 -56 MTSN Mattson Technology 31.13 16.00 6.75 -58 MICN Micrion 16.00 27.50 10.88 -60 BRKS Brooks Automation 24.00 39.69 15.69 -60 KLIC Kulicke & Soffa Industries 44.38 57.25 21.13 -63 WFR MEMC Electronic Materials 38.25 38.75 14.19 -63 ASEC Aseco 21.88 18.88 6.38 -66 CFMT CFM Technologies 40.50 12.00 -70 TOTALS 1142 1661 976 -41