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

To: Paul Senior who wrote (3579)	9/30/2005 6:42:53 PM
From: Investor2	Read Replies (1) \| Respond to of 3696

Yes, I see UTEK's back down in your buy zone. Good luck. With my new, more conservative approach, I'll wait to see the price a little lower before I buy. I notice that PG is picking up G. I've often thought of buying some PG, but I've never pulled the trigger. Best wishes, I2

To: Paul Senior who wrote (3579)	11/18/2005 8:43:44 PM
From: Investor2	Respond to of 3696

ultratech.com "November 17, 2005 The visibility we have at this time regarding the current quarter is indicating the comments made in the 3Q05 earnings release teleconference call remain valid. We are still anticipating revenue for 4Q05 to be in a range of flat to up 5% sequentially from 3Q05. Gross margin still looks to be in a range of 42%-43%, based on the projected product mix for the quarter. Operating margin for 4Q05 still looks to be in a range of breakeven to 2%. We still anticipate an estimated income tax amount of about $300k for 4Q05, driven by tax effects from Japan. Earnings per share (diluted) for 4Q05 are still projected in a range of $0.03-$0.05. Cash flow for 4Q05 is still expected to be negative, as we continue to fund efforts needed in ramping up activities for our laser processing commitments and implementing the stock buyback program, which has reached approximately 650,000 shares. In the laser processing area, we remain on track to achieve our stated goals of booking 8-10 new orders in 2005, manufacturing and shipping 6-7 systems this year, and recognizing revenue on 2-3 systems in 4Q05. For the full year of 2006, the comments made in the 3Q05 earnings release teleconference call also appear to remain valid. Based on the current backlog, order outlook, and visibility, Ultratech continues to have the ability to achieve sequential annual revenue growth on the order of 10%-20% over 2005. Gross margin still looks to be in a range of 45%-46%, based on the projected product mix for the year. Operating margin for the year still looks to be in a range of 2%-5%. The projected tax rate for the year still looks to be about 8%, due primarily to the aforementioned Japanese effect. Earnings per share (diluted) for the year still are projected in a range of $0.25-$0.45. Cash flow for the year is still anticipated to be negative, due primarily to the stock buyback program noted above. Cash flow from operations for the year still is anticipated to be positive." Best wishes, I2