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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (760)2/6/1998 1:26:00 AM
From: Aaron Zuckerman   of 1305
 
Andrew,
Hi, my name's Aaron. I'm grateful for your well informed posts. It's useful to hear from a fellow investor who also works in the industry. In your opening statement for the thread you mention that you like UTEK. I understand that they have a mask making tool in development that is supposedly dramatically more efficient than competing technologies. I was wondering if you'd be willing to comment on this technology and whether UTEK spels any serious competition to DPMI and PLAB. I'm not nearly as knowledgable as you are so please pardon me if I appear naive or uninformed. Also, it's not entirely clear to me what UTEK's core products are. They call themselves Ultratech Stepper yet they don't seem to make steppers, at least not the type that compete with ASMLF, Nikon and the like. If you don't mind I'd appreciate any description you can give of UTEK's products and strengths.

Thanks,
AZ
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