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: JBonline who wrote (2405)	5/1/1998 5:27:00 PM
From: Carl Mays	Read Replies (2) of 3696

Julia, you're correct, my comments are based upon more than a few Wafer News articles. I have followed the photolithography market for quite a few years and have held stock in Utek after it went public. I also have reliable contacts at each of the photolithography suppliers. Based on my most recent discussions I have concluded the following: Neither SVGL nor Ultratech are long term independent suppliers, SVGL has publicly indicated a willingness to discuss offers, Ultratech has essentially run its course and has limited options. Look for one US supplier consolidated under a major e.g. Applied Materials. I have had a high confidence level in investing in a company managed by Art Z. and I'm sure he has a plan that for obvious reasons he cannot publicly disclose. I just don't like the feeling of flying blind with my investment during this period. As I've posted previously, I believe this stock has migrated to the speculation end of the spectrum. Of course, higher returns come with higher risks. P.S. Ultratech/ISI discussions have been extended another 2 weeks.

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