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 (2271)	3/25/1998 10:15:00 PM
From: Demosthenes	Read Replies (1) of 3696

Justa, I agree regarding the shorts supporting UTEK, and it is quite a show in my opinion. You take the conservative position on the pole trimming, but wouldn't the DD makers be buying this technology now to ramp up for production in Q2? If PT offers the immense cost savings to DD makers, how could they resist? Only a fool wouldn't spend a dollar to save two. Even a DD maker in the crapper could improve its earnings potential with this kind of investment. Am I missing something. Would a DD company wait until the day before orders come before buying pole trimming? I don't think so. But all this assumes PT is availabe now. Is it?

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