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

To: Sam Citron who wrote (11994)	10/9/2003 12:45:07 PM
From: Sam Citron	Read Replies (1) \| Respond to of 95396

11:22 ET The UTEK Debate 30.91 -1.39: Needham lowered its rating on UTEK this morning to Hold from Buy. The move is based off of the firm's belief that laser thermal processing technology is poised to experience challenges which may delay or diminish its adoption at the 65nm node. In addition, the firm believes early adopters of 65nm process technology such as INTC and IBM are not adopting laser thermal processing for their 65nm processes, therefore adding fuel to the analyst's belief that the argument for adopting this technology is not as compelling as the stock reflects. However, Berean Capital believes 65nm designs are still on the drawing board as IDMs struggle with 130 and 90nm, and adds that integrated device manufacturers have not made any choices on photolithography, dielectric, gate/metal for the 65nm nodes. Any speculation to orders for UTEK would be premature. The firm reiterated its Buy this morning and would add positions to the stock on a pullback. www.briefing.com