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Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST

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To: md1derful who wrote (464)4/21/1997 6:52:00 PM
From: Canoga Slim   of 3696
 
A wild guess: Is there perhaps another explanation, i.e., mask improvement vs. better steppers?

"But to make the shift, chipmakers need better technology. They have two choices, says Leonard Sanders of Needham & Co., a co-manager of DuPont's public offering in June. They can buy expensive new steppers - which might cost $ 6 million each - or turn to better masks. The latter option is far cheaper, with some sets of new masks costing $ 30,000 to $ 40,000.

The above quote is from a 4/17/97 IBD article posted last Friday on the DPMI thread:

www3.techstocks.com

Any thoughts?
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