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Technology Stocks : Dupont Photomasks (DPMI) -- Ignore unavailable to you. Want to Upgrade?


To: FJB who wrote (610)5/15/1998 8:42:00 AM
From: jeffbas  Read Replies (1) | Respond to of 955
 
That is just one part of UTEK, so is not a pure play. If UTEK is willing to sell comparable equipment (if it is) at 70% of ETEC's price
as quoted, either they won't make a lot of money on it, or if they can
I would worry about ETEC's price structure down the road.



To: FJB who wrote (610)5/16/1998 2:36:00 PM
From: TI2, TechInvestorToo  Respond to of 955
 
OT: <ETEC is a great company, but they seem to be a bottleneck on the DUV industry.> Why do you think they are a speed bump? I poked around and found the following news:

biz.yahoo.com
biz.yahoo.com

Seems like they are working to add capacity like the others in the DUV food chain.
TI2