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


To: Demosthenes who wrote (3057)3/13/1999 7:13:00 PM
From: Gary Teichrow  Respond to of 3696
 
Now that prior post is why I like SI... Real information without any monkey ramblings!

If only I could pry myself away from Yahoo -- It's like watching bad Gilligan's Island episodes -- you don't know why you watch it.
g



To: Demosthenes who wrote (3057)3/13/1999 7:46:00 PM
From: Investor2  Respond to of 3696
 
Excellent post. I thank you very much.

Best wishes,

I2



To: Demosthenes who wrote (3057)3/27/1999 12:30:00 PM
From: Demosthenes  Read Replies (2) | Respond to of 3696
 
All,

The following are some comments from a private message I responded to. Thought I would share them with this thread:

Why do I still hold? Why of course because they just got a multiple order for their new DD litho machine <G>.

Actually, that UTEK will weather the storm and has lots of cash and no debt as well as a history of making money. These factors were the initial support for evaluating the company. Their products had a great rep and they were expanding with a broader product line. AZ has money where his mouth is, has a great rep and knows the industry and the details of the technology as well as anyone. And so on.

And I want to emphasize that IR at PLAB (Mike McCarthy) said to me, "The Ubeam is clearly superior in some applications." What these apps are I don't know and how superior I don't know. We'll see.

Also, UTEK's IR has volunteered comments every time I speak with them that they have cash and would like to make more acquisitions. AZ has a track record here and is good at it.

I bet the V2000 is eventually accepted by PLAB in 99

How's that for sticking my neck out?

Rgds,D