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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: My Father's Son who wrote (1932)	12/26/1997 8:14:00 PM
From: Justa Werkenstiff	Read Replies (1) of 3696

Dennis and All: I am not concerned by that article. You see these things all the time: "Big breakthrough in ..." you fill in the blank. What is the cost of this technology? What is the throughput? What is the footprint? I don't see any details in the article other than to say they have a new "doping process." Not knowing anything more than that, I see no problem for any of UTEK's new product line, most notably P-Gild. P-Gild merges photolithograpy, doping and annealing techology in a single tool to decrease the process steps. It is going to market now and not four years out. UTEK seems to have at least a three to five year lead in this market segment. BTW, P-Gild has tested successfully down to .07um and introduced its 300m prototype at SEMICON Japan to a warm reception. This product would seem to have at least a 10 year life cycle at this point. Warning: I am no techie.

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