Rillinois: It is not my intention to sidestep the Ultratech Stepper/ Applied Materials controversy, for your question seems sincere, and it is quite evident that you feel very strongly about this matter. Howsoever, as I have explained more than once on this board, I neither own nor follow UTEK or AMAT, and, as such, pay no attention to their fortunes and vicissitudes. On the other hand, a prior position in American Telephone and Telegraph Company allowed me the opportunity for participation in the acquisition of the spin-off, Lucent Technologies; hence, my avowed interest.
Therefore, I regret that I am not the best source on the subjects to which you allude. That being said, I would defer to our veteran stalwart, Don Lane, who has already addressed your question directed to me. Mr. Lane is an evident master of the Brinker canon, and his poignant, incisive analyses and unembellished, focused insights are some of the best this thread has to offer. |