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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Jon Tara who wrote (1806)	10/23/1997 10:44:00 PM
From: mister topes	Read Replies (1) \| Respond to of 42834

Ultratech Stepper management hosted a conference call for semiconductor analysts on the morning of October 23. During the call, management provided details of the company's backlog on a geographical basis. Here it is: 56% United States 30% Europe 14% Asia Pacific Obviously the company plans to expand the Asia-Pacific portions of the business with market share penetration in both the Ultrabeam and Verdant Divisions in the future.

To: Jon Tara who wrote (1806)	10/24/1997 8:27:00 AM
From: W. Clinton Terry	Respond to of 42834

Jon: Your are not frequently prone to long posts, however I thought the question about the relationship between Hong Kong and US markets was a good one. I have no clue, except general thoughts about currencies and cheaper labor costs overseas. You seem knowledgable in these areas, so if you have time, I too would be interested in your thoughts. Obviously many people around the world understand something that I do not understand inasmuch as markets around the world went down. Now today, judging from the Globex, we will have the reverse of what we had yesterday. Clinton