Ultratech Stepper Message Board

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Technology Stocks : Ultratech Stepper

UTEK 30.23

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Jun 5 5:00 PM EST

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To: Joe Basile who wrote (990)	7/17/1997 12:39:00 PM
From: Juniper	of 3696

Joe, I'm not sure if Intel's expected spending on equipment is a good reason to buy UTEK. I haven't seen a mention of Intel in the 10k or elsewhere, though this doesn't necessarily mean that Intel isn't buying some non-critical steppers from UTEK. UTEK stresses cost of ownership in its steppers, which may or may not be an important issue with Intel. Does anyone know if Intel is a customer? For critical layers Intel uses SVGL's steppers. As I understand it, the reasons to consider UTEK are low cost steppers, Thin film head for disk drives, micromachining, and P-GILD for 2+ years into the future. I don't have any more than a superficial understanding of these benefits, but others have mentioned them many times on this thread, and they could probably explain them very well.

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