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

To: Carl Mays who wrote (6181)	7/24/1998 12:17:00 AM
From: Kirk ©	Read Replies (1) \| Respond to of 42834

Carl....I think the Disk drive business is recovering before the memory markets so Utek will show recovery first before the big semi cap equipment players. Also, their new products are moving forward and that is big news too. Check these reports on UTEK: suite101.com where Art says "'We are confident that the strength of our product portfolio and current financial condition are positioning us not only to survive this difficult environment, but to emerge as a much more powerful presence in the market for cost-effective core and advanced lithography products.'' some other stuff....Book-to-bill above 1! Not bad when others are reporting 60-70%. ... I think there is room for optimism and I bought a few more shares in the teens last week. 8) regards Kirk out