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 (2369)	4/24/1998 11:12:00 AM
From: Carl Mays	Read Replies (2) of 3696

I am concerned about where UTEK is planning to go in the future. I do not believe that they have clearly presented and detailed their technology roadmap. WaferNews has recently reported that UTEK has signed a letter of intent to purchase Integrated Solutions (ISI) yet their has been no announcement or reference made to this by UTEK. ISI is the spin off from GCA Corporation and they produce older technology reductions steppers and tracs. How do they plan to integrate these products into their mix? Their also is negative perception associated with GCA throughout the industry. If this deal closes within the next 3 weeks as rumored, UTEK may only confuse customers more about their future plans. I currently have a long position with UTEK, but I am concerned that this ISI acquisition could become a cash drain on the company. Any comments from you long term UTEK investors?

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