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Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST
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To: Carl Mays who wrote (2602)7/26/1998 11:45:00 PM
From: Ian@SI   of 3696
 
Carl,

Thanks for the words of caution. All the same, UTEK has made exceptional progress. A year ago, many had conceded an eternal monopoly to ETEC. Now both Leica and UTEK have credible entries.

I would not expect UTEK's first model in the field to be the last innovation it will ever do. These people strike me as being quite capable and dedicated to success - their customers as well as their own.

I found my post from last year - it was Oct 15, 1997. My memory was out a bit. Art had expected to capture about $900M by 2000 with PGILD not the $500M I recalled. I would expect that the market size estimates hold, but not the timing. A nice series of questions for IR...

I believe there were other posts near this time from those who listened to the audio of Art's presentation that presented some additional facts.

FWIW,
Ian.

I just finished listening to the audio of Art Z talking to the
NYSSA Semiconductor Conference held this August in New York. Unlike
Intel, Art's slides weren't available from UTEK's web site, so I
couldn't page thru the slides while Art was talking.

He's an outstanding speaker able to deliver a very convincing
message. Quite impressive. He plans to do more than $1B sales by
2000.


     Numbers I scribbled from the audio were:

     Spare Parts:  $100M
     MEMS:          100M
     ThinFilm/MR    150M
     Lithography    350M
     UltraBeam  100-150M
     Verdant(PGILD) 900M  (150 machines at $6M)


Not seeing the slide, I suspect there's some double counting here.

e.g. the Litho 350M is probably a duplicate of the first 3 lines.
All the same, some impressive growth.

Original post at Message 2458870
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