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Technology Stocks : Ultratech Stepper
UTEK 30.230.0%Jun 5 5:00 PM EST
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To: Alan Bell who wrote (3114)4/2/1999 9:33:00 PM
From: Cary Salsberg  Read Replies (2) of 3696
 
Kirk,

After last Quarterly Earnings Report:

Cash $6.93
Working Capital $7.89
Book $9.96

Alan,

UTEK has been a trailing edge niche player. The downturn has hurt their sales more than most because of this. The future has prospects of increased business and less competition in the trailing edge area and some new leading edge products, i.e. ebeam, P-GILD, and DUV (with possibly EUV). The uncertainty of all of these greatly exceeds what is faced by market leaders and niche leaders in the industry. UTEK requires a faith that management and a diversified product portfolio will succeed in a business upturn. Their track record during the last upturn supports that faith, and the numbers above point to the relatively low risk required. It is safer to wait for concrete developments which support future success, but the price usually leads such public knowledge by enough to greatly diminish return.

Cary
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