SI
SI
discoversearch

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 : Semi Equipment Analysis
SOXX 306.040.0%Dec 26 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (9237)4/2/2003 12:49:00 PM
From: Cary Salsberg  Read Replies (1) of 95640
 
Hi Kirk,

When I read the news release yesterday, I thought of you. I would guess $1-3M per unit, but you are the investor so you should have more exact numbers. What went into their $20.7M last quarter? What do they have to sell besides bump steppers? I would not think there is too much new demand for their trailing edge 1-1 steppers in this excess capacity environment. I wonder if these new orders are enough to maintain their $20.7M Q revenue.

I held the stock from '96 to 2000. I had it in my original 8 semi-equip list. I don't like to admit gross error, but that is my current estimate of my '96 pick. So, yes, it is not my favorite. Your claim to its undervaluation must be backed by a quantitative argument. UTEK did NOT participate in the bubble market. UTEK has had declining sales for many year now. UTEK's 1-1 stepper is trailing (receding into the distant past) edge technology. UTEK has found imaginative niches for this technology with bump the latest. The clever niches did not stem the revenue erosion. UTEK failed to bring its 2 major R & D projects, PGILD and mask making tool, to market. UTEK sold the rights to PGILD to AMAT.

I you want to gamble, I would forget UTEK and look at CREE. I don't want to gamble. I am very bullish on the future of semiconductor based technology and I am very confident that I have picked 8 that are much more reliable than most and will exceed the percentage gains of most.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News