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

To: Diamond Jim who wrote (5468)	6/11/1998 9:14:00 PM
From: Investor2	Respond to of 42834

Re: "AMAT, Applied Materials, down to 27 in after hour trading." Is there any news that would account for this 4% drop in after hours trading? I2

To: Diamond Jim who wrote (5468)	6/11/1998 9:22:00 PM
From: Investor2	Read Replies (1) \| Respond to of 42834

RE: AMAT I was just looking at a graph comparing the performance of UTEK to the performance of AMAT over the last month. On a percentage basis, AMAT has gone down over twice as much as UTEK in the last month. Any thoughts as to why that might be happening? I2

To: Diamond Jim who wrote (5468)	6/11/1998 9:53:00 PM
From: Bill Shepherd	Read Replies (1) \| Respond to of 42834

re: Applied Materials, down to 27 in after hour trading. Jan 11 BB said it won't be back to these levels. James, I know it's splitting hairs, but my recollection is that indeed, BB discussed AMAT on that weekend, and that many wise investors bought some low-priced stocks on Monday, January 12. I for one bought Warner Lambert (up about 60 percent since then) as a long term investment, and AMAT as a trading stock. Subsequently sold AMAT for a 25 percent gain (in about 2 months). I distinctly recall BB discussing AMAT in February, stating that "AMAT will not see 25 again." Could be some buying opportunities here, IMO :-)) Regards...Bill S

To: Diamond Jim who wrote (5468)	6/12/1998 2:58:00 PM
From: Rillinois	Read Replies (2) \| Respond to of 42834

james, BB also said throughout the fall and winter that the chip-equipment group would not be hit by the Asian crisis because in order for chip companies to be competitive they had to buy the latest equipment. Furthermore, I specifically remember BB saying that UTEK had little exposure to Asia so it should not be effected. Does anybody remember this? The following is an excerpt from Bob Brinker's Marketimer dated November 8, 1997. The newsletter is published out of Irvington, NY and is edited by Bob Brinker. It is also readily available at most public libraries. <---Free plug. <g> ...In the case of UTEK, approximately twenty percent of total business currently involves the countries of Southeast Asia and Japan. Approximately fifty percent of total business at UTEK is done in the United States and about thirty percent in Europe. We do not view the current problems in Southeast Asia as a major problem for Ultratech Stepper. Best Regards. Rillinois