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

To: Andrew Vance who wrote (2305)	3/31/1998 1:12:00 PM
From: Ian@SI	Respond to of 3696

Andrew, My initial reaction is: ASMLF formed an alliance with UTEK during or near 1994 to act as a sales channel for UTEK's mix and max strategy. They then proceeded to not sell any UTEK products. Instead, neither UTEK nor its hoped for partner vigorously attempted to sell into the semiconductor market. UTEK had the product and they kept it. Having eaten UTEK's lunch once before, it appears that ASMLF is once again hungry and has decided to go for easy pickings one more time - UTEK's market segment. I believe they have announced a product - they don't need UTEK. This will likely be a good test of this company. Can and will they stand up and compete effectively? We'll know within a year. JMHO, Ian.

To: Andrew Vance who wrote (2305)	3/31/1998 5:08:00 PM
From: Rob-Chemist	Read Replies (2) \| Respond to of 3696

I found your hypothesis of UTEK becoming that new division rather intriguing, so I quickly perused through the web sites for ASMLF and UTEK to compare there present product offerings. From the brief descriptions of their respective products, there seems to be minimal overlap in the range of resolutions the exposure tools offer (some at 0.6-0.7 um). The UTEK machines appear to have a much higher throughput. Thus, I agree with you that there could be a good fit. As to whether a merger like this would actually occur, however, .....