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Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST
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To: Carl Mays who wrote (2390)4/27/1998 1:12:00 PM
From: David Aegis  Read Replies (1) of 3696
 
Carl, Does ISI have any of the patents/proprietary processes used for Scalpel, or are they all owned by Lucent Technologies with ISI just being subcontracted by Lucent as a manufacturer? Also, do you think UTEK would be able to convert ISI's low end stepper customer base to the UTEK Titan series? UTEK is a perennial VLSI "Top Ten Supplier," and therefore might be able to address some of the service problems that you note with ISI.

Thanks for your input to this thread.

--David
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