Blog: "Don Lane/Mistertopes" UTEK Archives
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» DellaO - Post #37: Don't Short UTEK
.To:A. Wayne who wrote (2845)
From: mister topes Friday, Oct 30, 1998 5:54 PM
View Replies (2) | Respond to of 3554
The whining over UTEK is very hard to believe. Considering that
SVGI cratered into single digits along with many other small
cap semi capex stocks, UTEK has held like a rock despite
participating fully in the industries earnings woes. If UTEK
can hold the mid teens throughout this worst of all worlds
earnings season for semi capex companies, what will this stock
do when fundmentals improve and new products start to ship.
Seems to me those short millions of UTEK shares may have
a real problem finding shares available to buy back at
these prices in the face of an industry turnaround down the road.
I would not even consider being short this stock now given the
shareholder demographics and the narrowing floating supply. No way.
Not to mention $6.60 in cash and $10.60 in book value
-- posted by DellaO
» DellaO - Post #38: Brinker: "Yes, But..." :)
.To:Justa Werkenstiff who wrote (2917)
From: Investor2 Saturday, Dec 19, 1998 8:06 PM
View Replies (1) | Respond to of 3554
A bit of UTEK trivia.
Question: How much has the price of UTEK gone up in the last 600 days, during the greatest bull run of all time?
Answer: 6 cents.
http://www.siliconinvestor.com/stocktalk...
To:Investor2 who wrote (2929)
From: mister topes Saturday, Dec 19, 1998 11:01 PM
View Replies (1) | Respond to of 3554
Yes, and with a little Microsoft and a little Vodafone
and lots of Total Stock Market for your other 96% of your
stock portfolio over the past 600 days you have just made
a huge ton of money!
-- posted by DellaO
» DellaO - Post #39: Promoting "Bob"
.To:joe fabitz who wrote (2939)
From: mister topes Friday, Dec 25, 1998 2:29 PM
View Replies (1) | Respond to of 3554
I have never ever heard Bob say every stock he likes will go
up. However every weekend he says to spread specific stock
risk very carefully by limiting single stock exposure to a
maximum of 4%. Imagine what a 4% position in Microsoft on
Bob's recommendation in 1990 at $3.75 is worth today? Or a
4% position in Bob's recommendation in l989 of Vodafone at
$16.75 per share. All prices are split adusted of course.
If Bob could guarantee every stock he likes would be a
ten bagger like VOD or a 35 bagger like MSFT he would be
God. He has never made that claim but has always said the
market will do what the market will do. He has also been fully
bullish for eight years as the Dow soared from 2300's to 9200.
And what better way to exploit that rise than VTSMX.
-- posted by DellaO
» DellaO - Post #40: Buy UTEK
.To:Demosthenes who wrote (3312)
From: mister topes Tuesday, Oct 19, 1999 7:55 PM
View Replies (2) | Respond to of 3554
Recent attempts to conduct an internet bear raid on the
shares of UTEK are based on false information.
After researching the subject today, I have learned
there is no truth whatsoever to the internet story
stating UTEK is recalling their Saturn series of
machines due to Y2K non compliance. On the contrary,
there is no such recall and no such non compliance.
Hopefully the company will address this issue in the
upcoming Thursday morning conference call as the story
is a total fabrication. UTEK is expected by the consensus
of analysts to report breakeven results for the third
quarter. Anything in the profit column would be an
upside surprise. Company guidance on the bump processing
tool which is scheduled to ramp up in Year 2000 at
$1,400,000 per machine would be welcomed by investors.
Large revenue and earnings increases in 2000 and 2001
would certainly be welcomed by investors. Earnings
release is Thursday morning just prior to 8:00 a.m.
Pacific Time conference call.
-- posted by DellaO
» DellaO - Post #41: Buy UTEK
.To:Investor2 who wrote (3314)
From: mister topes Wednesday, Oct 20, 1999 1:46 AM
View Replies (2) | Respond to of 3554
If people expect UTEK to lose four cents per share in
the third quarter to be reported Thursday morning
that is find and dandy.
Obviously, if the company found it possible to report
a positive earnings number instead of
a four cent per share loss investors could be very
pleased to see such a turnaround relative to current
expectations. Also, conference call guidance on the
subject of the new flip chip bump processing Saturn
Spectrum Three product would be very interesting indeed.
All and all, it should be an interesting Thursday morning!
-- posted by DellaO
» DellaO - Post #42: Buy UTEK
.To:Ram Seetharaman who wrote (3317)
From: mister topes Thursday, Oct 21, 1999 9:27 AM
View Replies (2) | Respond to of 3554
Company has turned profitable as of third quarter
with two cents of positive earnings.
The writeup you talk about was one year ago not
in 1999.
Conference call at 8 a.m. pacific time.
-- posted by DellaO
» DellaO - Kirk Makes a Discovery on Another UTEK Board
.To:mister topes who wrote (3316)
From: Kirk Friday, Apr 19, 2002 1:00 PM
View Replies (1) | Respond to of 3554
This guy writes like you
http://messages.yahoo.com/bbs?.mm=FN&boa...
and
http://messages.yahoo.com/bbs?.mm=FN&act...
Is he a close relative? 
BTW, did you ever sell ANY of your VOD and MSFT before they crashed?
http://www.siliconinvestor.com/stocktalk...
(Editorial Comment: In the following posts which are taken from the links in Kirk's post, you will find almost identical words written by mistertopes on the UTEK Blog and the "Savant" Blog of mistertopes writings. "Mistertopes" never answered Kirk's questions.)
Facts speak loudly
by: NoItAll99 04/11/98 11:09 am
Msg: 486 of 70272
Although few actual facts appear on this board, here are a few that can be easily documented: 1) Brinker has recommended a fully invested stock market position since 1990 at Dow 2400; 2) Brinker recommended buying Microsoft at split adjusted price of $4, maintained buy rating into twenties, then went to hold and stock now in eighties; 3) Brinker recommended Vodafone at split adjusted price of $17, maintained buy rating into thirties, then went to hold and stock now over $100; 4) Brinker recommended Uniphase on NBR at split adjusted price of $22 and then recommended sale in in low forties; 5) Brinker recommended UTEK in newsletter first time in autumn 1997 "below $24" and stock is currently $22. The question is, why does he put up with all of this crap? He should just go play golf and forget about the whining fools who can only find fault regardless of the record.
Posted as a reply to: Msg 482 by cbc97
http://messages.yahoo.com/bbs?.mm=FN&boa...
Be Careful RIllinois
by: NoItAll99 05/19/98 09:17 pm
Msg: 625 of 70272
Please be sure you don't mess up your anti-Brinker crusade
on the internet. It is very important that you make sure you
do not remind anybody about Brinker's incredible Microsoft
recommendation in Marketimer in August 1990 where he
labeled Microsoft his tech stock for the decade of the
nineties. Guess what. Microsoft is up over 2000% since then
from split adjusted $4 to over $84 per share. Not bad, eh?
And do not tell anyone about Brinker's Vodafone recommendation
in Marketimer at split adjusted $17. Vodafone is now over $100
for a 500% gain. Make sure you tell noone so you can pretend
Brinker cannot pick great stocks. This way you can at least
continue to fool yourself and remain the brainless wonder.
Posted as a reply to: Msg 624 by Rillinois
-- posted by DellaO
» DellaO - Project Complete
.This is the complete list of the "mistertopes" posts from the SI 'Utratech Stepper Thread." But as you can see from the previous post above, there is strong evidence that Brinker touted UTEK under other aliases, on other message boards.
Ask yourself this question, "Why did he do this?" There were other stocks that he had recommended, such as Microsoft and Vodafone. Why the seemingly desperate attempts to promote UTEK. Why the almost vicious attempts to disparage anyone who shorted UTEK?
Just to recap, here is the excerpt from Brinker's last NBR interview:
KANGAS: Bob, it's come to my attention that employees at Ultratech have the option to invest their 401 (k) funds with a management firm in which you are a principal.
BRINKER: Exactly.
KANGAS: So, my question is does your firm recommend individual stocks?
BRINKER: Absolutely not. The BJ Group exclusively invests in no-load mutual funds.
KANGAS: All right. So, you see no conflict there?
BRINKER: Absolutely not."
I want to thank Steve T. for his help in retrieving posts and links.
Thank you to Kirk for providing a forum where this information cannot be delete or changed.
Thank you to Will_L for all that he has done to bring this matter out in the open. Here is an excellent summary of the UTEK matter, written by Will:
"Recall UTEK, that stock in which he had an undisclosed conflict of interest. If you subscribe to the Brinker believer's claim that he just forgot or thought it didn't matter to mention it, then you have to admit the following. Brinker recommended that stock at nearly 30 bucks in 99 as the ONLY STOCK out of the entire universe of stocks to BUY. It was the only buy on TV appearances. It was the ONLY buy in the newsletter when MSFT and VOD were 'holds" . This remained the case for 3 years during the greatest tech runup in history. While other tech stocks were going up 20X and 50X, Utek was going from 30 to 12.00 with Brinker under his aliases on the internet continuing to hype the stock and continuing to recommend it in the newsletter.
Do you honestly think that Brinker thought from 30 bucks to 12 bucks when Cisco probably went up 20 fold, that Utek was the better buy? Or do you think if you subscribe to the far-fetched idea that his conflict of interest had no bearing on his reason for recommending Utek, that Utek remained the single stock one should buy?
He moved the stock to a hold sometime around 2000 and sold it I believe in early 2001 at 27.00. The point is that if you believe that Brinker's being paid by Utek had nothing to do with his recommendation of the stock, then you must believe that he was blinded by his own recommendation and stuck with it when it was the wrong thing to do."
-- posted by DellaO
» Kirk - Re: Project Complete
.In response to message posted by DellaO:
Thanks for all your hard work Della. It really paints an interesting picture to read all “Don Lane – Mister Topes – Bob Brinker“ posts (with links to the original posts) from the “Silicon Investor UTEK forum” all in one place.
Here is a link for readers to find your other archive: Blog: "don lane AKA: mistertopes" Archive - NO discussion“. That is a compilation of the “Don Lane – Mister Topes – Bob Brinker “ posts made on the “Bob Brinker: Market Savant & Radio Host” forum on Silicon Investor.
"don lane AKA: mistertopes" Archive:” http://www.suite101.com/discussion.cfm/i...
Thanks again for the hard work!
-- posted by Kirk
» honeyoneohone - Brinker Offering T/A Advice
.Brinker posting on the CFMT Board at SI only once:
To: sam who wrote (175) 10/28/1997 7:53:00 PM
From: mister topes Read Replies (1) of 721
Those concerned that CFMT will open near zero should consider
the fact that the stock has shown excellent support in
the $7.50 to $8 range in the past. Very doubtful CFMT will
go much below $7.50 per share unless the company loses
more orders due to the Asian currency collapse.
On a technical basis, this looks like a totally broken stock
which has major repair work ahead before anybody makes any
money on the long side.
Good luck to all.
-- posted by honeyoneohone
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