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: Dave Kahn who wrote (1807)	12/8/1997 11:31:00 PM
From: mister topes	Read Replies (1) of 3696

Some of the analysis regarding UTEK that appears on this thread is good. But at times their are glaring holes in the analysis that are big enough to drive a truck through. The biggest right now is the negative tone regarding E-Beam and P-Gild products during calendar year 1998. Although public discussion has suggested only three E-Beam machines plus 3 P-Gild machines are on the drawing board for shipment during 1998, it is obvious that if these products become hot items in the eyes of customers they could start flying out the door. And at the huge prices these advanced machines garner, we would be looking at earnings well above First Call consensus estimates of 1.38 next year. It would not be surprising to see UTEK ship many more than the planned total of 6 machines for the E-Beam and P-Gild product lines if things go well. And Asia will not matter because probably all of these would be sold in USA or Europe. It does not take a genius to figure the initial E-Beam and P-Gild machines have been sold in the USA. These machines have vast upside potential for sales and earnings and could act as a piledriver on future earnings at UTEK. With the initial E-beam machine going out the door this month, I would say Mr. Short may be in for a very difficult experience once the current short-term blahs in the group are played out. And if UTEK comes in with essentially in line Dec. quarterly earnings, Mr. Short may be calling 911 instead of his broker. Once investors shift their attention to E-Beam and P-Gild, which are now UTEK's bigtime future growth tools, Mr. Short may need a doctor instead of a broker. Whoever has decided to bet the ranch short on this stock in the mid-twenties may be begging for UTEK shares at higher prices in 1998.

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