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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 (5663)	6/30/1998 2:42:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 42834

<<I am sure if every caller called in and said, thanks for VOD, Thanks for MSFT, you'd be a happy camper.>> Not true. The more callers who call in and say that, the more depressed I get about not having bought those stocks when they were cheap. Lest there be any misunderstanding, I don't regard Bob Brinker as a great expert on semiconductor equipment stocks. From what I've heard about the company, if I were going to recommend one stock from the group, it wouldn't be UTEK. Nevertheless, if you want to beat up on Brinker, UTEK is not a very good tool for doing it. Do you follow the semiconductor equipment industry? If you do, then you know that 1) the sector is very cyclical, 2) the sector is in a down cycle, 3) the stocks in this sector tend to go up and down together, 4) since 1980, the average rate of revenue increase for the industry, year-on-year, is about 20 per cent, and 5) it is highly likely that the sector, and hence UTEK, will eventually come roaring back. Thus, when this particular stock pick is 8 or 9 years old, the chances of it not having made good money for Bob's subscribers are pretty slim.