Ultratech Stepper Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ultratech Stepper

UTEK 30.23

0.0%

Jun 5 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andrew Vance who wrote (872)	6/18/1997 8:18:00 AM
From: ccryder	of 3696

Regarding your third paragraph, I think the market has overlooked the value of the product mix. I was wondering what the fab engineer's, or maybe the upper mgmt priority is at this stage of the semi business cycle. Fabs that are now in production can probably wait a while longer for equipment (like UTEK's) that will increase production efficiency. Fabs being built (and I guess not many, yet) have high priority for the expensive top of the line equipment, perhaps not the equipment in UTEK's stable. If this is true, then it explains in my simple minded understanding, the lag in UTEK's popularity in the investment community. If true, it also means perhaps 2-3 more quarters of stagnation. Please comment. To leave UTEK now while trying to put your (my) money into more immediately profitable stocks is not wise. You have to go with your instincts and technical understanding. You never know when some analyst will decide to upgrade UTEK, or Magellan Fund will start buying. You would have to time your exit from your immediately profitable stock and entrance back into UTEK. To get the timing right on both is impossible. Thanks for your insight.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next