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Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST

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To: bob zagorin who wrote (1085)8/4/1997 3:24:00 PM
From: Andrew Vance   of 3696
 
My apologies for the geographic area. Eugene is the city and not Beaverton. Mental Block on my part. My mind knows it is Eugene but my fingers always type Beaverton.

TRKN-This is a combination of 2 companies of which neither company got to use its former name. I saw this booth at SEMICON and was slightly impreseed. I asked for some literature to be sent to me for my personal archives. The booth was not overly visited and it took a second look and a few questions to discover who they really were. I knew that they were part PMAT but few others realized that. They suffer from very poor PR and I think suffered at SEMICON due to "new company stigma". With all of the consolidations and strategic alliances, new companies were not well received at SEMICON, IMO.

TRKN will suffer until they can successfully re-establish their name as a veteran player in the equipment sector. Once they do, they should fare well.

Andrew
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