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

To: Investor2 who wrote (2898)	11/25/1998 8:15:00 PM
From: Demosthenes	Respond to of 3696

All, Perhaps Katherine will stop by and give us some illuminating remarks about that article. Rgds, D

To: Investor2 who wrote (2898)	11/25/1998 9:05:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3696

You could always call or email Laura at UTEK IR. Last time I checked, Art had an idea and was looking for sponsors for USAL. The funded US effort is EUV Ltd. For the short to mid term, at least, EUV is just one of the contenders for next generation lithography. As Andrew Vance and others have pointed out, many have spread premature rumours of the death of optical lithography during the past decade. There's a huge investment in the processes, chemicals and other technology surrounding optical lithography. I don't believe it's on its deathbed quite yet. Katherine has several articles on the topic at her semiconductoronline site. It's worth a visit. Ian.

To: Investor2 who wrote (2898)	11/29/1998 11:42:00 AM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 3696

ASML is attempting to acquire a license for the EUV LLC's technology (which they in turn licensed from the Department of Energy), and the European EUV venture seems to be one way to bolster the ASML bid. Intel supports this license. Ultratech does not, for obvious reasons. The Department of Energy, which has the final say, is caught between a political rock (Intel, a huge taxpayer, employer, and campaign contributor) and hard place (licensing US taxpayer-funded technology overseas doesn't sit well with many people). Overall, I'd say the European project won't affect USAL LLC one way or the other, except as it affects the debate over the Department of Energy licenses. The DoE licenses going to ASML could be disastrous for the USAL. Katherine