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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (5470)	5/20/1998 7:29:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

Anybody have a handle on either 1) Advanced Energy or 2) Intergrated Solutions. I saw an analyst state that AEIS (which makes power sources for a number of applications, including CMP co's) has a source that will be "required" for metal coating. Integrated Solutions is, as most of you are probably aware, a privately-held stepper manufacturer that UTEK is trying to buy. I don't know it at all, but it claims to have DUV capability. Clearly, UTEK is trying to make a play to catch up to the pack in cutting-edge stepper sales; you'd have to think it has sales/support capacity to handle stepper sales, but is anticipating the death of that side of its business if it doesn't find a reasonably way to enter the DUV arena.