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

To: Ian@SI who wrote (2371)	4/24/1998 3:43:00 PM
From: Carl Mays	Read Replies (2) \| Respond to of 3696

Unfortunately I do not have an on-line link to the report - I read it in a weekly newsletter. I have always admired Ultratech's market focus and commitment to their 1X solution for the low end of the photolithography market. However, I do question a foray into the high end against Nikon, ASML and Canon. These large competitors have their own captive lens design and manufacturing operations or in the case of ASML, a strong relationship with Zeiss. ISI is on the verge of bankruptcy and I believe this acquisition will divert focus and cash away from dealing with the last 7 quarters' decline in revenues and earnings. Maybe Art Z. can pull off another rescue. I'm familiar with this market but new to the Silicon Investor experience - I would appreciate comments from those who have insight to this situation. Thanks.