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To: Proud_Infidel who wrote (12621)	3/9/1998 12:18:00 PM
From: Andrew Vance	Read Replies (2) \| Respond to of 17305

AV--I am still invested heavily in UTEK waiting for the eventual payday. UTEK is taking a divergent path from the mainstream IC lithography sector. I see UTEK's strength in the mask making (Ultrabeam), P-GILD(Verdant), MEMS (1X steppers), TFH, MR, GMR disk drive sector (1X steppers), some mix and match for older IC technologies above 0.5u (1X steppers), and Polyimide Process simplification. They are growing their business in other sectors and only stand a chance with the Ultrabeam as a direct write wafer system if the throughput is enhanced. This is a trump card for them. The Ultrabeam might be able to do this down the road. I have heard very little about their EUV roadmap recently and acknowledge CYMI as a great buy since I am firmly convinced DUV will now be seen as a stable technology with a multi-generational life span. With 80% marketshare in a now viable and hopefully well embraced technology, CYMI should do well. I see CYMI and UTEK as two separate entities. Admittedly I am extremely disappointed with UTEK as a company since I had the choice to be heavily invested in wither UTEK or ASMLF. I backed the wrong horse by having a modest ASMLF holding and a major UTEK holding. As a lithographer, it made good sense as to why UTEK should have prospered. unfortunately, the market hass yet to embrace it as it should. With the perceived issues in Asia, who knows, maybe cost efficient wafer processing will get its due. Either way, UTEK looks as if it will make a name for itself in the TFH, MEMS, mask making, P-GILD, etal. arena with the IC business being the gravy instead of the main course. I see it as a slight shift. BTW-for those interested in a small morsel of information that I haven't fully ingested, Check out RIBI. Recall that they are seeking to be the first ever company to get approval for a cancer vaccine... The stock jumped 20% prior to an investor conference in Arizona on Saturday. Looks quiet today. Biotech is not my forte but it was worth mentioning. Andrew