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Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST
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To: Demosthenes who wrote (2901)12/10/1998 11:06:00 PM
From: Demosthenes  Read Replies (6) of 3696
 
All,

Some time ago I solicited some questions to ask AZ since I was going to be seeing him. I was going to report back on this thread. This meeting was cancelled twice due to an unfortunate turn of events. Laura in IR was travelling we had trouble setting up a phone appointment. This week on Tuesday evening I happened to be working late at the office and she called. We spoke for nearly 30 minutes and the following comments are from the notes I took.

1) The ISI acquisition has allowed the development of what has recently been named the Ultratech XLS 9800, a DD litho for .25 microns. One of these will ship in Q199 for $2mil. Further development in 99 will take it to .18 microns.

2) 4 Ultrabeams will ship in 99 for a price of $6.8mil each.

3) 4 P-Gild machines will ship in 99 for a price of $4.3mil each.

4) They are on track to break even for Q4 and seem to be excited about being able to prove something to the Street after the fiasco of the last 2 Q's.

5) They expect 60% sales growth in 99 over 98.

I mentioned that AZ's credibility was questionable after he called the "bottom" for UTEK 2 Q's in a row (and pissed a lot of us off). She said that she is aware of that and that they think Q398 was definitely the bottom and that it would be up from there with a possible breakeven for Q498. (3 weeks to go).

I asked if AZ still stands by his comments that real strength in the semi recovery could be as far out as the end of 99. She said yes.
Evidentally, they think the DD business will carry them for the first half of 99.

Also, for those who understand the difference, the current ETEC machine (10KV) that competes with Ubeam (20KV) is technology from 1st generation Bell Labs, while Ubeam is 2nd generation Bell Labs. UTEK plans to take 25% market share from Etec with the Ubeam in 99.

I hope these comments provide some value.

Rgds, D



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