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: Justa Werkenstiff who wrote (1802)	12/7/1997 10:34:00 PM
From: Dr. Bob	Read Replies (1) of 3696

I don't think AZ's comments are mysterious at all. P-Gild and Ultrabeam sales will not create significant profits for UTEK until 1999. AZ was addressing 1998 specifically, according to the quote, and is rightfully concerned about that, IMO. Semi-equipt spending is going to be used for cutting edge technology for those companies who need to stay in the game; UTEK's trailing edge (for the moment) technology will not be a priority with limited funds due to currency problems (SE Asia) or shrinking profits (US companies competing against Asian companies dumping chips, and the disk drive sector). Andrew Vance has emphasized UTEK's cost-of-ownership advantage, so I don't expect profits to go in the crapper, but AZ has at least as much right to be paranoid as Mssrs. Grove, Chambers, et al. Bob

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