Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 175.31

+1.8%

Dec 22 3:59 PM EST

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To: Gottfried who wrote (3374)	11/12/1997 9:50:00 AM
From: Sam Citron	Read Replies (1) of 10921

GM, Can you comment on this exchange between I2 and Andrew Vance?: [I2]: Manufacture of the new high-capacity disk drives will fall right into UTEK's strength. Margins on disk drives will continue to decrease and manufacturers will need to upgrade their equipment with UTEK's cost-efficient system. [AV]: I couldn't agree with you more. I just do not like all the bad press and price activity in the DD arena as of late. RDRT, APM, SEG, QNTM, and WDC have all been eviscerated. I am waiting for some follow through to UTEK because of this. UTEK will own the MR and GMR business, IMO. An added benefit to this is the prospect that QNTM may want to pull a SEG on the market. That is, QNTM may want to make its own MR/GMR heads internally at the expense of buying these items from the likes of a RDRT or APM. Hmmm!!!, if that happens, QNTM will undoubtedly be a NEW customer for UTEK. Always nice to have new customers. I also read an article relative to IBM and new higher density disk drives that they are building. Funny thing here is that IBM is also a customer of UTEK's for the MR/GMR head lithography tools. If we can just get beyond the market "correction" and get back on track again, this is going to be a very highly visible and profitable sector for UTEK given that the new generation of equipment from UTEK for this sector addresses a desirable field size upgrade that enhances throughput and eliminates the issues associated with "stitching". TIA, SC

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