General Lithography 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 : General Lithography

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andrew Vance who wrote (400)	6/20/1997 4:54:00 PM
From: Zach E.	of 1305

UTEK or SVGI? These seem to be two of the more interesting values in the semi-equip sector. If one looks at the FY 98 estimates, SVGI looks to have a stronger recovery than UTEK, but I don't put much creedence into estimates past 6mos out or so. The Micrascan technology is certainly interesting, but whether SVGI can actually produce units is apparently questionable at this point. UTEK has a monopoly on a tool used in disk drive manufacturing, which may not bode well with the warnings from Seagate, but maybe the rest of the sector is doing well. It looks as though UTEK is more of a "trailing-edge" (but cost-effective) company, with some more leading-edge products possibly coming out soon? Any comments are appreciated! Zach

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next