Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Justa Werkenstiff who wrote (2871)	11/9/1998 1:39:00 PM
From: FJB	Respond to of 3696

Thanks for the article Justa. <EOM>

To: Justa Werkenstiff who wrote (2871)	11/9/1998 9:00:00 PM
From: Demosthenes	Respond to of 3696

Justa, Thanks for the article. I feel my spine tingling and hope things go our way as a holder of UTEK. Rgds, D

To: Justa Werkenstiff who wrote (2871)	11/9/1998 11:09:00 PM
From: JBonline	Read Replies (1) \| Respond to of 3696

Thanks, Justa! For history, see also a March article at oregonlive.com and a May article at sumnet.com . The Oregonian tends to be pretty pro-Intel, judging from the disproportionate space given to quotes from Intel-paid spokespeople and the kid gloves treatment of the claims made. Note the absence of quotes from AMD and Motorola. Note the failure to mention the size of the government subsidy of the EUV project prior to Intel's takeover in 1992. Note further the failure to mention the size of the previous contributions by Ultratech. Notice, too--- no mention of current INDIRECT subsides by the government of the national lab work done for Intel (Has there been any discounted rent or at-cost use of government premises? Any use of equipment carried over from before either not paid for by Intel or purchased by Intel from the govt. at fire sale prices??? Any departments outside the lab that perform accounting work, janitorial duties, carry the personnel costs, provide pension-supervision or pension-matching that benefits Intel-paid researchers inside the lab???) Does anybody know the email addresses of the two Congressmen fighting the Intel moves? Julia Brown

To: Justa Werkenstiff who wrote (2871)	11/16/1998 5:51:00 PM
From: FJB	Read Replies (1) \| Respond to of 3696

But even if reticle makers decide to go on a buying spree, there might not be enough e-beam machines that are used to make the reticles available from suppliers such as Etec Systems, Hayward, Calif., which produces at least 80 percent of that gear. Ultratech's Mr. Zafiropoulo contends that the industry will require about 80 e-beam machines a year to meet demand, but Etec will only be able to build 20 to 25 systems annually. Ultratech is developing a competing system through its UltraBeam Lithography subsidiary, but will only be able to manufacture from 10 to 14 machines next year, he said. His figures were backed up by VLSI's Mr. Hutcheson. "I verified those numbers, and they were pretty accurate. No matter how you look at it, demand (for e-beam equipment) is going to exceed supply for the forseeable future." sumnet.com