Ultratech Stepper Message Board

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Technology Stocks : Ultratech Stepper

UTEK 30.23

0.0%

Jun 5 5:00 PM EST

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To: wm sharp who wrote (346)	3/28/1997 10:52:00 PM
From: Investor2	of 3696

RE: "At some point, the investment mob has to realize that the monsters higher on the food chain are not going to maintain their growth projections without new generations of product - " When the crowd does realize this, will UTEK be the benefitiary? Or will another high tech company be in the "market leader" role at that time? How can you be sure that UTEK will not get scooped by a better technology or better company? Will it be another Apple? This uncertainty is the reason the semi stocks have PEs so low. When (and if) people feel certain that UTEK will be the company to provide the next generation of technology, then the PE will be 40.

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