Justa:
The entire article re AZ's quote appeared on The Pointcast Network - San Jose Mercury Times - Silicon Valley Section. That's why I can't paste a hot link into this board. However, anyone can view the entire article by going into PointCast. The Pointcast software is available for free download from the CnnFn homepage at the following link:
cnnfn.com
Also giving views of the Asia Fallout are:
Richard S. Hill, COE, Novellus Systems, Inc.
G. Dan Hutcheson, President of VLSI Research
T. K. Kwak, President, Tokyo Electron Korea
Charles McKenna, Vice President, Varian Labs
On yesterday's Moneytalk program, I pereived that BB was unconcerned about Asia's impact on UTEK on a go-forward basis because UTEK's Asia business is only a small part of UTEK's total bsusiness, because they will be little impacted by the oversupply of DRAM memory, and becuase their new products (e.g. P-GILD) woud be the drivers of UTEK's future earnings growth. Still, it's a little disconcerting when UTEK's head honcho issues such a caution. Maybe he's practicing getting expectations down so that when actual results come in, they look that much better.
BTW, I really like your nifty writing style, but you really shouldn't poke fun at the height challenged people :-).
P |
