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


To: Investor2 who wrote (2892)11/22/1998 10:26:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3696
 
I2,

What is your conclusion from UTEK's position in the table?

That it has maintained its R&D activities to a larger degree than other companies and can be expected to reach higher highs after the upturn is in full gear?

Something else? ;-)

Ian



To: Investor2 who wrote (2892)11/23/1998 11:35:00 AM
From: Kirk ©  Read Replies (1) | Respond to of 3696
 
Thanks for the table. I'd like to encourage more tables like these! I even posted it for posterity here: suite101.com

I sure hope we get more good tables and not worry about how the particular feelings for certain stocks run.....

I remember a table awhile back that was posted that showed LRCX was much closer to book value (actually less than BV) than UTEK so I sold some UTEK for tax loss at $18 and change and added to my LRCX postition at $10 for a sideways move.... Well, as I type LRCX is over $20 and Utek is $19.75.... Feel pretty smart about that one! Please keep posting useful info!

PS I still have UTEK with a cost basis near $22 I believe... VERY tough (and often foolish) to bet against daBrink!