Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Fred Levine who wrote (3589)	9/9/2006 11:57:31 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 3696

RE: "I am not very familiar with utek, and would welcome info--" Please review the last 10 years of annual revenues for UTEK and compare these numbers to the revenues produced by the leaders in semi equips, AMAT, ASML, KLAC, LRCX, NVLS, VSEA.

To: Fred Levine who wrote (3589)	9/9/2006 7:43:57 PM
From: Paul Senior	Respond to of 3696

No recent developments that I know of. (I don't follow the company that closely though.) I bought because company seems to have a lot of patents and/or promising technologies. This sometimes has gotten investors enthused and a resulting higher stock price. However, delivery on the promise has never occurred, and the stock price subsequently drops. As is the case now (imo). Company has goodly amount of cash and not too much long-term debt. So there's some margin of safety. (Of course, the stock could still decline from current levels.) I'm guessing and betting that the risk/reward is such that it's okay to be a buyer or holder (that's me) here, and that the stock eventually will come into favor yet again based on the company's patents/technology promise. Jmo, and I've been wrong many, many times.