Some of my shares go back to the IPO of this stock so I have also ridden this stock up and down numerouse times. The only reason, IMO, to hold onto UTEK is for the time that it is truly recognized for its capabilities outside of the IC critical level lithography arena.
The whole idea that these systems cannot compete below 0.50u with the 5X reduction steppers or DUV systems has given UTEK poor visibility and acceptance in the analyst mindset.
One day, hopefully soon, UTEK will be associated with its dominance in the Thin Film Head, MR head, (maybe Flat Panel), P-GILD, Mask making, BUMP Processing, Polyimide Processing, and cost effective processing of non critical level IC processing. When these attributes and capabilities are fully comprehended and they shed the negative PERCEPTION in the 0.50u or below arena, this company will fly high.
Andrew |
