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


To: Mark Ableson who wrote (1758)11/21/1997 4:56:00 PM
From: J. M. Blackburn  Read Replies (2) | Respond to of 3696
 
To All: Utek downgraded to underperform by Adams Harkness. He also

downgraded several other semi-equipment cos.



To: Mark Ableson who wrote (1758)11/21/1997 6:07:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3696
 
RE: PGILD = MERCED

Mark,

MERCED will be manufactured at 0.18u design rules.

PGILD is necessary for some implant steps below .20u.

To my knowledge, only UTEK has this technology.

Thus MERCED = BIG $ for UTEK.

Unless they screw it up worse than their mix and match strategy.

Ian.