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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (6182)	7/24/1998 9:55:00 AM
From: Carl Mays	Respond to of 42834

Kirk, Specific company book to bill ratios are very misleading when shipments are way down and payment terms have been extended. I do not view the company book to bill is a very strong indicator, the industry book to bill remains very low. From what I hear, Nikon has been winning almost all of the leading edge DD orders. ASML and Canon are focusing in these areas now as well. UTEK is positioned well for the row bar application but are far away from having a leading edge stepper to compete with Nikon, ASM and Canon. If indeed the DD industry turns around soon I believe UTEK will lose more business for these leading edge applications.