Dupont Photomasks (DPMI) Message Board

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Technology Stocks : Dupont Photomasks (DPMI)

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To: Katherine Derbyshire who wrote (431)	5/14/1998 11:55:00 PM
From: Ian@SI	Read Replies (4) of 955

Hi Katherine, UTEK has a subsidiary called Ultrabeam which sells the V2000 in competition with ETEC. The first tool was sold to PLAB in February or this year. I would expect that PLAB should be nearing the end of their inhouse validation within the next month. Ultrabeam came from the ashes of Lepton. The Lepton tool was basically redesigned eliminating the known problems. i.e. it was made much faster, more precise and sells for about 70% of the price of an ETEC tool. UTEK does focus on noncritical lithography and has a lock on the Disk Drive business - read / write heads; as well as print heads for inkjets; etc. Too bad they diversified into a set of business sectors that all slumped concurrently. :-( I enjoy your posts. Thanks for continuing to share your experience and knowledge with us. Ian. RE: >>Do you have a comparison of ETEC and UTEK equipment and/or stock?<< The two companies are not in the same market. ETEC makes mask writing tools. UTEK makes wafer exposure tools, mostly for the low end segments of the market. As for the stocks, ETEC dominates its market, with in the neighborhood of 75% share. UTEK is a distant 4th or 5th in its market, behind behemoths like Nikon, Canon, and ASML.

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