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Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST
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To: Justa Werkenstiff who wrote (2458)5/19/1998 10:50:00 PM
From: Xplorer  Read Replies (1) of 3696
 
*****OT****

Justa,
I cannot answer those questions about the volume of KOMAG disk SEG uses, I just know that SEG is a major customer. 10% could be a good number I suppose.

They had a small layoff off of production people at the first part of the year. At the same time though they were in process with large capital equip. upgrades and installations. The intent, I'm sure, is to increase volume and the number parts per employee. The bottom line, to compete, that sort of thing. At the time the talk was of only very very mild control of spending being passed down to the engineering people.

What you state about percentage of revenues from SEG is in line with the decrease in production output I remember during that period of time. Asia came next of course.

Today I talked to one of the management people I know. He said that they were just going back to 7 days a week (they were still on two shifts per day). Also the word was that they would be back up to the volume they were at before the slow down within the 3rd or @ the beginning of the 4th Qtr.. Before the slow down, they were @ 100% production. I know the volume they are capable of now is up quite a bit from then.

I'm glad I called, its looks like I might get a project out of it.

I like to use these type of contacts as indicators for the tech sectors. You have to agree that there is a tie in to the companies like UTEK. Even if all of this it is only very small piece of the "stock puzzle"...... you get enough pieces you might just guess the big picture before everyone else.

Steve.
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