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Technology Stocks : Ultratech Stepper -- Ignore unavailable to you. Want to Upgrade?

To: TI2, TechInvestorToo who wrote (3543)	8/24/2003 6:20:04 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 3696

I know about bump, but I am not certain of the growth rate. Are you saying that they have a production tool for 300mm mix and match? I have not seen the announcement. I have seen news about R & D products. LTP "pipeline" is worth little from a company that hasn't produced a new production tool in over 10 years. I suspect the same is true of the mix and match. Art has always had "ready, knowledgeable answers", but they haven't been very good when they were forecasts. If the recent past is replayed, there will be NO production 300mm products and NO LTP production products.