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Technology Stocks : Ultratech Stepper

UTEK 30.23

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Jun 5 5:00 PM EST

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To: Justa Werkenstiff who wrote (2871)	11/16/1998 5:51:00 PM
From: FJB	Read Replies (1) of 3696

But even if reticle makers decide to go on a buying spree, there might not be enough e-beam machines that are used to make the reticles available from suppliers such as Etec Systems, Hayward, Calif., which produces at least 80 percent of that gear. Ultratech's Mr. Zafiropoulo contends that the industry will require about 80 e-beam machines a year to meet demand, but Etec will only be able to build 20 to 25 systems annually. Ultratech is developing a competing system through its UltraBeam Lithography subsidiary, but will only be able to manufacture from 10 to 14 machines next year, he said. His figures were backed up by VLSI's Mr. Hutcheson. "I verified those numbers, and they were pretty accurate. No matter how you look at it, demand (for e-beam equipment) is going to exceed supply for the forseeable future." sumnet.com

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