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

To: The Ox who wrote (17811)	8/9/2004 10:01:39 AM
From: BMcV	Read Replies (1) \| Respond to of 95616

*DJ Piper Jaffray Starts Stats ChipPac At Outperform >STTS

To: The Ox who wrote (17811)	8/9/2004 10:16:49 AM
From: Kirk ©	Respond to of 95616

RE: UTEK Adams Harkness Ups Ultratech To Strong Buy From Buy - UTEK The just released 10-q says: biz.yahoo.com Outlook We presently expect that net sales for the quarter ending October 2, 2004 will increase between 40% to 60% from the level of net sales reported for the second quarter of 2004 of $22.5 million. We believe that gross margin for the quarter ending October 2, 2004, will be between 50% and 52%, as compared to gross margin of 45% for the second quarter of 2004. They lost $2.3M last Q due to two orders slipped into this Q... Higher sales and better margins for Q3 should reflect in a better bottom line. Great Report Friday nite by Maxim and the stock is only up 1%... Seems a disconnect from reality. I read the CEO said the stock price is disconnected from reality.