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

To: Ian@SI who wrote (2583)	7/26/1998 9:24:00 PM
From: Justa Werkenstiff	Read Replies (3) \| Respond to of 3696

Ian: Re: "When asked about the V2000 and the PGILD being manufactured, Art's response was several. At the ASP for these tools, several of each will produce record revenues for UTEK. I also got the distinct impression that the HDD leaders are buying leading edge lithography solutions from UTEK." Yes, but as you know P-GILD has been pushed out a bit for production volume. Art was vague gving one, two or three year time frame for production volume. Should see some P-GILD R&D devices shipped next year IMO. Yes, the disk drive segment is going to lead UTEK out of the slump. UTEK's diversification strategy will be an advantage now. I envision one part of UTEK's business starting and the others kicking in as time goes forward. You saw the double edged downturn; now get ready for the double thruster upturn. UTEK goes into this quarter front end loaded from an earning's perspective IMO. They said but for shipping delays, they would have about made the quarter. Assuming those items ship in this quarter, there is about .12 of earnings right there out of the gate. You are right about HDD. I will speculate based upon the CNBC interview and cc that IBM is the chief cause of the "significant amount of second quarter booking and backlog" as stated in the cc. During that interview, Art said: "I'd say the drive industry, IBM corporation's doing just great. And so the transition to Advanced Heads, they've done a wonderful job, are the world leaders in this technology. So we've been doing real well with IBM globally." Hello, anybody home?? I will be doing some research this week, but could it be pole trimming that has established a foothold here? God knows why the analysts did not ask this simple question. BTW, thanks to you an d I2 for checking out that analyst Yahoo blurb. And thanks to Pete for the short numbers. I have to disagree with Andrew here but I am sure he won't mind <g>. I see the potential for UTEK leading its semi peers in price appreciation gains for the short term. The short interest plays a big part in my analysis. The tide has turned. And if you think Art is taking you for a ride, shorties, ask yourself where the headcount reduction might be in this time of industry downsizing. There is none!! Get a clue. Time to take cover because individuals do not sell this company and they are sure not going to sell it now. Time to check out at the cashier before the price goes up <g>. More later.