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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 (2911)3/13/1999 12:46:00 PM
From: Demosthenes  Read Replies (3) of 3696
 
All,

I spoke with IR at UTEK in late November and then posted the notes on December 10. I spoke with them again about a week and a half ago. My notes are as follows, in alternating order for the sake of comparison.

Then:

<<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.>>

Now:

The XLS 9800 will ship in Q2. Software is extrodinary and the key selling point. Expect to ship 6 of these in 99 for $2.1 million each.

Then:

<<4 Ultrabeams will ship in 99 for a price of $6.8mil each.>>

Now:

2-3 Ubeams will ship in 99 for a price of $6.8mil each. They have now built a Ubeam from the "ground up," meaning that the design is no longer dependent on the exact configuration of the original Lepton design.

Then:

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

Now:

3-4 P-Gild machines will ship in 99. The first ones will price at $3.4mil each and then go to $4.2mil each.

Then:

<<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.>> Also then: <<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).>>

Now:

They are on track to beat the loss estimate for Q1 of .12 to .14 cents and then go profitable in Q2.

Now:

They abandoned the 160K sq ft ISI building they were sharing with Wang because of security reasons. They just took over the old Drytech building (60k sq ft-half clean room) that Lam abandoned. AZ built the Drytech building many moons ago whan at General Signal, so I guess he's come full circle geographically.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Last week I also spoke to Mike McCarthy at IR with PLAB. He said that they continue to test the Ubeam and that it is cleary superior for some applications. He also confirmed Justa's report that business had not picked up as quickly as they anticipated.

Best Rgds, D
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