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

To: Carl Mays who wrote (2370)	4/24/1998 11:41:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 3696

Carl, Are you joking? Check the General Lithography thread for comments made by Andrew Vance (our local Lithography guru). Andrew has frequently made comments about eagerly awaiting an ISI IPO - for which he'll willingly mortgage the house, farm wife and kids in order to buy all of ISI that he can. (Well maybe I exaggerate a little, he might not mortgage the kids. ;-)) I do trust Andrew. If the WaferNews rumour is accurate, this could be outstanding news for UTEK. Is the article available online? If so, I'd really appreciate a pointer to it. Thanks. Ian.

To: Carl Mays who wrote (2370)	4/26/1998 3:52:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 3696

Carl: I have thought about the UTEK possible acquisition of ISI and would like to ask you the following: 1. What is the date of the WaferNews article? I am would surprised to learn that it was published before the cc and no analyst popped the question directly during the Q & A. 2. Does the article have a named source? 3. How did they get the exact dates of the the signing if it is not a done deal? There is a great deal of time between now and May 12th. I don't consider it close to a done deal unless the parties have signed the papers. 4. Do you have independent confirmation of the article from UTEK or ISI or anyone else for that matter? 5. Are the terms mentioned? Seems to me that before one can evaluate the deal, one must know the terms in addition to the technology strategy and/or synergies. Art Z. appears to be a shrewd negotiator (Lepton comes to mind) and would not shell out the bucks/stock if it was not a deal that would be accretive to earnings or at least not a drag on them. 6. What else can you tell us about the article? Welcome to SI. Thanks for sharing your information.