Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Demosthenes who wrote (7700)	2/24/1999 9:21:00 PM
From: Katherine Derbyshire	Read Replies (1) of 10921

I don't have any specific knowledge about UBeam's acceptance at PLAB. I wouldn't expect the poor business conditions to be helping matters, though. In addition to the simple lack of business/money, the poor business conditions would discourage risk-taking behavior like switching mask writers. Against this backdrop, I'd also expect the Etec supporters/salespeople to be sowing lots of FUD (fear, uncertainty, and doubt) about this "untried technology", regardless of its actual merits. As a result, the UBeam supporters would want to be very very sure of themselves. It's definitely not a case of "plug it in and turn it on." The good news is that all this caution may mean that when/if the first one is accepted, UTEK can probably expect a significant followup order. I.E. PLAB may be considering a wholesale switch. Katherine

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