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Technology Stocks : General Lithography
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To: Katherine Derbyshire who wrote (1017)5/28/1998 9:12:00 PM
From: Ian@SI  Read Replies (1) of 1305
 
Katherine,

Re UTEK business fundamentals: Art Z. still has about $8 / share in cash or equivalents with no debt and no burn rate. With the 1 V2000 that he sold to PLAB, re recouped double the Lepton acquisition cost.

I would expect that PLAB will probably have the V2000 in production quite soon as they've had possession for over 3 months. I suspect that they're looking for a tactical advantage over DPMI. Thus I wouldn't expect them to publicly announce the machine's performance. Rather, they would merely tie up deliver slots if the machine provides significant advantages for certain types of masks.

If he actually does have 6 Ferraris, I wouldn't be surprised to hear that he negotiated outstanding terms for their acquisition as well. ;-)

Ian.
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