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Technology Stocks : Ultratech Stepper

UTEK 30.23

0.0%

Jun 5 5:00 PM EST

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To: Ian@SI who wrote (2433)	5/7/1998 9:44:00 AM
From: Katherine Derbyshire	Read Replies (1) of 3696

>> Am I missing something? This sounds like a research project that may or may not produce a product that may or may not be sold about 10 years from now; and that will suck up some R&D from more near term opportunities; and that won't produce any revenues or earnings in my lifetime.<< Hey, that's the semiconductor biz! :-) The thing to remember about this and other R&D expenditures is that you have to invest now in order to have "near term opportunities" 10 years from now. In the recent round of bad earnings news, you'll notice that not one company said they were cutting R&D, and most went out of their way to emphasize that R&D would be preserved. Research takes a long time. As for EUV specifically, it seems to be developing momentum. Recent papers from the technical conferences seem to be shifting from "can it be done at all?" to "how can it be done at a reasonable cost?" That shift from a basic science mentality to an engineering mentality is always a good sign. Katherine

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