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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Gottfried who wrote (306)	1/27/2001 8:26:03 PM
From: Donald Wennerstrom	Read Replies (1) of 95622

Gottfried, I really don't remember that far back either - I was just putting you on!<gg> Since we were discussing about industry backlog, I ran into an interesting article today in individual investor. It is their stock of the day, UTEK. individualinvestor.com The complete article is at: individualinvestor.com A couple of paragraphs of the article are particularly interesting - <Management also reported that it had a book-to-bill ratio of over 1.5, which basically means that Ultratech booked over $60 million in revenue during the quarter. This is the third consecutive quarter of this figure being over 1.5, which we believe is very impressive. Robust bookings have allowed the company to amass a backlog of over $106 million, which basically gives the company enough demand to carry it through the entire first half of 2001.> This just shows where some of the $8B is going. Not all companies are sharing equally. Don

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