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

To: Justa Werkenstiff who wrote (2977)	1/14/1999 12:05:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 3696

But institutions, IMO, will have a show-me-the-money attitude before committing heavily to UTEK given the poor guidance the company has provided of late. Agreed. Isn't it interesting how well Lam's price has gone up with Bagley being positive for the future after he was right about the downturn? It does help that others in the sector went much lower in overall valuation. Utek seems to have a huge valuation built in due to Brinker Effect or many seeing the bright future as I think it is still richly valued on P/S or P/B. regards Kirk out