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: Rob-Chemist who wrote (2315)	3/31/1998 6:49:00 PM
From: David Aegis	Read Replies (1) of 3696

ASMLF/UTEK marriage: Maybe Art would sell off the stepper division and keep Ultrabeam and Verdant under the UTEK ticker. ASMLF has the only stock price in the semi-equip group that has held up, so they could use their stock as currency in an acquisition attempt. This would be a pleasant dream. A competitive war between UTEK and ASMLF in low end stepper applications, however, would be a nightmare. FWIW, I think ASMLF would have a tough time developing a price/performance competitive product in house. --David

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