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

To: David Rosenthal who wrote (2288)	3/30/1998 6:51:00 PM
From: David Aegis	Read Replies (1) \| Respond to of 3696

Note: UTEK did NOT preannounce. Per UTEK IR, Dow Jones prepared a story based on UTEK's "Risk Factors" portion of its 10-K. My thoughts: One of the shorts probably fed this information to a Dow Jones reporter. While such "risk factors" are inserted in a 10-K as protection against shareholder lawsuits and, as such, can represent a bad scenario, it is not necessarily implied that any of the risk factors are, as of yet, realities. That being said, UTEK's earnings and B2B for the March quarter will be weak, due to all of the various factors (cyclical decline in both semiconductor and disk drive orders, new product development and R&D expenses). IMHO, however, UTEK is not a current period earnings story. It is a cyclical recovery and new product rollout story with a super solid balance sheet that will allow it to ride out the cycle. Regardless of complicity, shorts beware. --David