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

To: Justa Werkenstiff who wrote (2334)	4/4/1998 8:29:00 PM
From: Demosthenes	Read Replies (1) \| Respond to of 3696

Justa, Yea, we should have a PGild shipment in the bag, or close to it. I totally forgot about it by focusing solely on the V2000 units. I sure would like to see some throughput/cost data on the V2000 in Austin compared to the Etec system there. Any guesses? There was an interesting Eric Savitz piece in Barron's speculating on the sub $500 computer that will possibly rule the market by Christmas. My question is how does this affect UTEK and litho in general? I'm thinking it can't but help in the long run. Does anyone have recent info on the time-line for UTEK's buildout of their proposed new facility? I hope some analyst on the cc this quarter has enough gumption to ask some decent questions on this subject. Come to think of it, people on this thread could ask much better questions than what we heard on last quarter's cc. Andrew Vance posted some interesting observations regarding ASML and the new business they are creating to compete with low cost litho--a direct threat to UTEK. And if ASML did take over UTEK, would there be enough synergy to be in the best interest for long term investors in UTEK?

To: Justa Werkenstiff who wrote (2334)	4/6/1998 11:56:00 AM
From: David Aegis	Respond to of 3696

Justa -- I understand UTEK is trying to tweak P-Gild so customers can start using it on current production lines rather than just buying one for their sub-.15 micron R&D labs. I would therefore not be disappointed to hear about delays with P-Gild, provided there was some reassurance of progress being made to tweak the machines. I am, however, expecting to hear good news about Ultrabeam's performance specs at the Photronics site. Because I do not think the tweaking of the P-Gild has been completed (I base this conclusion on no hard facts, just that breaking new technical ground always seems to take a while), I think an upside surprise is more likely to come from Ultrabeam. --David