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Technology Stocks : Ultratech Stepper -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (2741)	9/21/1998 5:52:00 PM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 3696

I2: Assuming the chart is reliable, it suggests fairly flat accumulation throughout the year with some net distribution during the correction. In the interest of full disclosure, I sold 75% of my UTEK position the last time we visited $22.50 and bagged what meager profits I had. I have nothing against UTEK. It is a fine company. I just calculated that the long term risk/reward of UTEK when compared to other pure semi - equipments was far greater on the reward side in other companies. And so I dollar cost averaged my UTEK proceeds into other positions in the sector. UTEK is being held up by its diversification as well as other factors including short support. Disk drive is coming back: techstocks.com Chip side sucks: techstocks.com I think it is priced attractively here.