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

To: Doug who wrote (1577)	10/22/1997 11:54:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 3696

Doug, My horizon for UTEK and other Semi Equipment stocks is about 3 years out. Last quarter's earnings aren't meaningful to me. Much of UTEK's potential doesn't show up in their backlog. e.g. Until the first E-beam Mask making or PGILD tool is accepted into production, no orders are counted by UTEK in their backlog. Once the first of each of these tools is accepted there will be a big jump in backlog, IMO. After Alan's query yesterday, should the street take the price low enough, I'll move some more of my cash/equivalent position to UTEK. He's right, I can afford to put a little more of my money where my mouth has been. Ian.