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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 (1511)	10/15/1997 11:26:00 PM
From: Ian@SI	of 3696

Thread, I just finished listening to the audio of Art Z talking to the NYSSA Semiconductor Conference held this August in New York. Unlike Intel, Art's slides weren't available from UTEK's web site, so I couldn't page thru the slides while Art was talking. He's an outstanding speaker able to deliver a very convincing message. Quite impressive. He plans to do more than $1B sales by 2000. Numbers I scribbled from the audio were: Spare Parts: $100M MEMS: 100M ThinFilm/MR 150M Lithography 350M UltraBeam 100-150M Verdant(PGILD) 900M (150 machines at $6M) Not seeing the slide, I suspect there's some double counting here. e.g. the Litho 350M is probably a duplicate of the first 3 lines. All the same, some impressive growth. You need RealAudio's player to listen to the speech. IMO, it's very worthwhile. One of the most informative speeches / papers I've heard re this industry. (pardon the exhuberance, I'll calm down by tomorrow). Andrew, I think you'll retire young and rich. ;-) Best wishes to all, Ian. Location: mktnews.nasdaq.com\\www\nasdaq\news\msnbc\1997\8\21\nasdaq_1100_387.htm&usymbol=UTEK&logo=Y&companyname=Ultratech

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