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Technology Stocks : General Lithography -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Vance who wrote (1145)	2/10/2000 3:30:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 1305

Andrew, Another very detailed, but information laden response. Thanks. V2000 - you are 100% correct but I still believe this is really the platform for a direct write wafer system down the road. If not, UTEK was stupid (there is that word again) for trying to get into a business that is dominated by two industry heavyweights. I see this as a strategic error by UTEK if this was their plan. In the last earnings conference call, Art implied (or possibly blatantly stated, I forget which), that UTEK is reconsidering whether or not it wants to attempt to compete with AMAT head to head. If it couldn't beat ETEC, what remote hope would it have against the 1000 pound gorilla? Ian.