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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

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Dec 26 4:00 PM EST

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To: Sam Citron who wrote (11372)	9/2/2003 9:06:26 PM
From: TI2, TechInvestorToo	Read Replies (1) of 95639

<Disruptive technology usually tends to disrupt by flying under the radar screen where it has been serving a different, usually low-end market segment that has been ignored by the industry leader. How does this apply to LPT? I understand that AMAT licensed some of UTEK's IP 3 years ago? Was the LTP-enabling technology included or excluded?> AMAt will push RTP until LTP is confirmed to be disruptive-then they turn on ltp license. I looked into this last week and yes LTP is covered. TI2

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