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

To: Boca_PETE who wrote (1798)	12/7/1997 8:02:00 PM
From: Roger B Finlen	Respond to of 3696

To Gary and All, Some things to ponder.!!!! This Asian Flu amounts to this, these Asian chip makers will sell their "first Born" to compete in the 300mm era or go out of business. If they don't upgrade, it's BYE - with a capital "B". Whether they buy more earthmoving equip is probably a slow down, if they don't upgrade their are out of Biz. If their out of buz !! - will anyone pick up the slack - "go figure" for your self. The problem I have with UTEK is their last qtr. loss of sales, maybe a different matter and the CEO offers No good news with his last statements. The good wife owns 2000 shares and I hope only to breakeven at 26+ and 29+. Give us a couple of points and I be gone. many UTEKers in the past have blown smoke on poor old roger, but will Sue owns UTEK, I own AMAT. I see no competetion between the two, I only believe AMAT will prosper while UTEK's CEO will say "Asian Flu", high $/yen swap, El Nino, etc. AMAT will say market's good - thank you, if Asia won't buy, others will and AMAT is the "world's leader in production of semi-building equip and semi-building Tech.

To: Boca_PETE who wrote (1798)	12/7/1997 9:03:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 3696

Thanks to Dennis, Pete and Gary D. for all the help in locating the San Jose Mercury News article. You guys were great. FWIW, I can offer no opinion of what was said by Art Z in that article at this time Art Z's comments as presented definitely leave a negative impression about something although I am uncertain as to what in particular. But I will not draw any conclusions at this point. First, I do not know if his statements were in response to specific questions asked by the reporter or if thet were taken from a speech by Art Z. The reporter does not say. Secondly, I do not know if there was anything omitted of importance from his entire statement in the article. I see too much room here for Art to have been taken out of context. I am left with many more questions than the article addresses. Does the softening relate to UTEK equipment or the market in general for chip-making equipment? What plan is he concerned about? The UTEK plan as a whole or certain aspects? Perhaps he is concerned with the industry plan. With that said, I know from my geography classes that "de-nial" is not merely a river in Eygpt and I don't want to be found floating face down in a dead man's float grasping on to my UTEK shares. In that light, I will call UTEK this week and seek clarification and report back here.