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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (1016)5/28/1998 5:44:00 PM
From: Katherine Derbyshire  Read Replies (1) of 1305
 
As I've said before, never argue with a man with six Ferraris. Art Z. is a pretty smart guy, and people have counted him out before.

That said, he's clearly trying to reposition the company to (a) meet the needs of the disk drive and non-critical semiconductor niche as that niche becomes more demanding (ISI), (b) reenter the high end litho market at either the 193 nm or the post-optical level (ISI, USAL), and (c) enter the high-end photomask market (Ultrabeam). Even if you ignore the Verdant foray into wafer processing, that's a lot to tackle, even if he weren't simultaneously (d) contending with a very severe downturn in both the semiconductor and disk drive markets.

I haven't looked at UTEK's business fundamentals, but from a technology standpoint I'd view them as a high risk, high reward sort of company. But there's a pretty good chance Art has an ace or two up his sleeve.

Katherine
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