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

To: Rillinois who wrote (6179)	7/23/1998 10:54:00 PM
From: Carl Mays	Read Replies (2) \| Respond to of 42834

I am surprised that Bob doesn't like semi capital equipment stocks at this point and he doesn't like small caps either yet he continues to rate UTEK a buy. UTEK is both, and I do not believe they are positioned to benefit when AMAT, KLAC or other larger capital equipment companies will not.

To: Rillinois who wrote (6179)	7/24/1998 10:32:00 AM
From: pride	Read Replies (1) \| Respond to of 42834

ok, i'm not here to defend bob. although he has admitted that his timing was bad with utek on several of his radio shows he has yet to say that it has been a disaster so far. he recommended buying under 30 as a short-term trade with the stock going to 40...bad advice. however, he also mentioned the risk in doing so. i guess what i was trying to relate was that as an investor i feel that you take advice from an advisor and then do your own homework in making your final decision...you can't hold an advisor responsible for what is ultimately your decision. to me they are just people to get ideas from; a place to start. the reason i like bob's advice is that overall his opinions have generally been quite good and as part of a diversified portfolio done well. in my case the gains i made in uniphase certainly have made up for the stagnation of my holdings of STII and UTEK. in response to your question about further purchases of UTEK i did make additions to my holdings at 30 and 25 per bob's advice. i plan to make an additional purchase later this summer (especially after yesterdays conference call), hold it for 31 days and sell my shares that i bought at 30 for the tax loss. i feel comfortable with the risk at this time. good luck with your investing pride