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Technology Stocks : Ultratech Stepper

UTEK 30.23

0.0%

Jun 5 5:00 PM EST

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To: Demosthenes who wrote (3088)	4/1/1999 9:08:00 AM
From: Ian@SI	Read Replies (2) of 3696

D, Again, thanks for the effort in gathering the info and in sharing it with us. 1. UBEAM. Sounds much better than we were led to believe by Bookdon and Carl. All the same, the company has been overly optimistic in the past. I hope that they've swung to overly pessimistic, but I doubt it. The dozen potential customers won't wait forever. There are other sources. In that sense, today's mask overcapacity is a blessing. They might be a little more patient than I would otherwise expect. 2. PGILD. I've been waiting for this for about 5 years (while it was still a research project at LLNL). I'll get more enthused after the 2nd sale. My opinion of UTEK is at an alltime low; but I still expect to sell at a sizeable profit. Ian.

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