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Technology Stocks : Ultratech Stepper

UTEK 30.23

0.0%

Jun 5 5:00 PM EST

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To: Ian@SI who wrote (704)	5/7/1997 4:10:00 PM
From: Ian@SI	of 3696

Bob, Followup to my last note: You asked about book-to-bill... I replied that 6 Month Backlog(Bookings)as of Dec 31st was $81.3M but didn't talk about Billings. Honest, I'm not trying to prove my qualification to be a Smith Barney analyst. Billings for the most recent 6 months ending Mar 31st were $82.2M Book-to-bill, if orders stayed on trend, would be near parity. Given that other equipment companies saw sales fall by 50% and bookings plummet (KLIC to almost none at its bottom; others to 25% of their peak bookings), UTEK's performance during this downturn has been nothing short of admirable. However, I should really be trashing this stock. I'd like to have another opportunity to load up at $14. After all, can't we play the Smith Barney game, too? Who said civilized people should behave ethically? Best wishes, Ian.

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