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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (322)5/15/1997 12:22:00 AM
From: jeffbas   of 1305
 
I am the one with the question. What risk to ETEC is UTEK's EUV
technology? I would also be interested in your opinion of UTEK vs.
ETEC as investments. (I presently own neither, but made a lot of
money on ETEC.) I do not have a tech background.

My understanding is that advances in stepper technology allowed
companies to use their old maskmaking equipment for longer than
expected, and nearly put ETEC out of business. When that cycle
ended, ETEC was able to sell a bunch of new equipment and do much
better. I understand you are a fan of UTEK. I also think Carl Johnson
(INFRASTRUCTURE) likes it better.

Do you have any interest in JMAR after that insight noted on a recent
post. I owned it years ago and barely got out alive. A penny a quarter
is somewhat better than the losses when I owned it, but is the pot of
gold really any nearer?
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