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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: zamboz who wrote (1705)	11/11/1997 8:27:00 AM
From: Jon Tara	Read Replies (1) of 3696

Rick, from UTEK's own numbers, I don't expect the GMR technology to do a whole lot for UTEK over the next couple of years except inasmuch as it adds to the competitive pressure in the drive industry. And, even there, it really only adds to the pressure psychologically, as GMR is not projected to make up any significant percentage of total head output. Where UTEK stands to benefit more directly is from the general atmosphere of competition and bloody price-cutting. They have a product - the 1800 - which can help manufacturers to cut the price of one component 90%. Presumably, this is a higher-cost, higher-margin product, as they are urging manufacturers to convert present letters of intent to the 1800. UTEK is really in the cat-bird's seat. The gladiators are battling it out on the field, and UTEK has the franchaise for armor. (Anybody know who has the deal on the beer for the crowd? :) )

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