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Technology Stocks : General Lithography

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To: Ian@SI who wrote (1021)	5/28/1998 10:51:00 PM
From: jeffbas	Read Replies (1) of 1305

Ian, I scrape up two questions, as a non-technical person. Is there any doubt in your mind that DPMI is well aware of the Ultrabeam paper you mention and the Ultrabeam's capabilities, or could they be married to ETEC and have their head in the sand? As an owner of DPMI, I was wondering if this should be brought to their attention? ETEC has been increasing prices at will. Would there be any merit in DPMI buying from UTEK as a second source, if the performance capabilities were close, as a warning shot across ETEC's bow on pricing? On the ETEC CC, in my opinion the 20% growth referred to for the next fiscal year was not conservative at all. Because of the pushouts (and extra new facility depreciation and operating costs I presume), the first half wasn't supposed to be much better than the current fiscal year. The second half is supposed to be wonderful, but seems to be a bit dependent on the pushouts not being pushed out again and a recovery in orders from Japan (which just has to spend the money to avoid falling behind, according to the CC). I do not attach a high degree of credibility to the second half forecast.

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