Ultratech Stepper Message Board

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Technology Stocks : Ultratech Stepper

UTEK 30.23

0.0%

Jun 5 5:00 PM EST

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To: wm sharp who wrote (989)	7/16/1997 10:30:00 PM
From: Joe Basile	of 3696

New guy to this thread....I'm hanging on the edge about to take a position in this stock. It will likely be a done deal by the time this post is read. I believe this stock may be a beneficiary of Intel's lack of capacity to produce the Pentium 2 MMX chip. It is my understanding that analysts predict people tripping over one another to buy PC's with this chip in the up and coming Christmas/Holiday season. This is based on comments made by Bob Brinker last Sunday on the popular radio talk show "Money Talk" COHU is the other stock in this sector that looks fundamentally sound to me. Am I way off base here ?? My thinking is if Intel truly can't meet demands (assuming PC sales are big) then UTEK should have decent earnings because Semi-conductor capital equipment sales would rise in line with this potential demand. Thanx in advance for any help you folks might give.

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