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: Ian@SI who wrote (1060)	7/30/1997 9:47:00 AM
From: Andrew Vance	of 3696

AV-I like the all of the above comment but would like to add what the increase in quotation activity might and might not be. 1. Competitive quotes - since UTEK does not provide a DUV solution, the competitive quotes have to be in MEMS, TFH(MR), Scanner Replacements, older technology upgrades. UTEK is lead sled dog here so an increase in activity could mean an increase in orders. 2. The comment does not specify if it was for steppers or for the P-GILD or Ultrabeam systems, did it???? There is a high degree of interest in both. KEY WORD is interest. Interest does not drive sales or earnings yet but rather speculation for down the road. UTEK does not get its fair share of price movement for any type of positive speculation. 3. Quote activity (I HOPE, PLEASE) may finally be in the mix and match arena as companies discover the real costs of going to DUV and the lead times to get systems in. I can dream can't I ??? With increasing price pressures for ICs one would think the bean counters are looking real closely as to how many $6 million steppers are really needed along with the higher processing and operational expenses. Andrew

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