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

To: Mike Yiu who wrote (1691)11/7/1997 8:15:00 PM
From: Demosthenes  Read Replies (1) | Respond to of 3696
 
UTEK currently does 14% of its revenue in SE Asia measured in US dollars, which is significantly lower than the competitors mentioned. I think this an underestimated plus for utek.



To: Mike Yiu who wrote (1691)11/8/1997 11:58:00 AM
From: Cary Salsberg  Respond to of 3696
 
Mike,

RE: "Cymer is another company we'd avoid, since it does 57 percent of its business in Japan."

Do you know that this statement is PATENT NONSENSE!? That 57% is Nikon and Canon! If they don't buy CYMI lasers and ship photolithography tools, it will mean that technology progress in semiconductors worldwide will grind to a halt!

Cary


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