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: SBerglowe who wrote (1591)	10/23/1997 9:53:00 AM
From: Joe Dancy	Read Replies (1) of 3696

I didn't listen to the conference call so not sure if the issue was addressed directly or not. The company has developed several new products that should diversify the revenue sources in the future - as noted above some are not comfortable with a lack of "focus" in the product line and business. From what I've seen, and I am the first to admit I'm not as technically sophisticated as many on this board, the diversification strategy seems to present UTEK with a lot of potential markets that could be very lucrative. As of October 10th the four analysts who cover the company have an estimated average annual growth rate of 31% for earnings for the next five years - of course you have to take that with a grain of salt but the company has some real interesting products. I think the disk drive products have not sold well recently due to the slump in that sector (and that has also killed revenues at contract manufacturer SFLX), but longer term that sector will recover. Best - Joe

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