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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (9644)4/30/2003 12:13:57 PM
From: Cary Salsberg  Respond to of 95657
 
RE: "AMAT/LRCX/UTEK"

Get out of UTEK! You realize that Moore's Law has the opposite effect on UTEK from what we have been talking about. UTEK's 1-1 stepper moves farther and farther away from leading edge as time passes. They have decreasing footprints in trailing edge chips, disk drives, MEMS. Their claim to fame is a lithography tool that puts bumps on chips.