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Technology Stocks : Ultratech Stepper

UTEK 30.23

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Jun 5 5:00 PM EST

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To: Kirk © who wrote (3537)	7/2/2003 4:17:16 PM
From: Cary Salsberg	Read Replies (1) of 3696

RE: "Any idea if UTEK has some advantage to be gaining these new orders?" The new LCD orders were gold bump for LCD display drivers. This is more of the same as I suspect LCD display drivers are CMOS chips. I believe the UTEK 1-1 non-reduction stepper is the most economical and most flexible tool for any application that can use it. It has been a while since 1-1 was used to pattern chips. It was next used for disc drive heads, and now it is being used for bump packaging. Note: They claim that UTEK has 6% of the market. If ASML's $1.576B is 35.2%, then 6% is $269M. UTEK had $70M sales during the last 12 months. At a $2M average, that is 35 machines.

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