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


To: Kirk © who wrote (11049)8/18/2003 2:23:43 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95738
 
RE: "Does anyone else have rights to LTP?"

UTEK sold the rights to AMAT. The "market" is following the momentum. The "market" seems to have no clue about future long term growth rates. Also, most major firms dropped coverage of UTEK. The latest upgrade was from a small firm and it appeared to be a rehash of a company release about an alpha tool.

Funny you should bring up Rambus. I believe the litigation brought against them.



To: Kirk © who wrote (11049)8/18/2003 2:36:20 PM
From: Proud_Infidel  Respond to of 95738
 
Kirk,

I stopped following UTEK awhile ago, but wasn't their claim to fame trailing edge technology?

BK