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

To: Hank Stamper who wrote (3066)3/28/1999 6:34:00 PM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 3696
 
>>Carl,
"Utek has not yet sold any reduction systems to the DD market "

Why?

David Todtman<<

I've got a better question:
How many reduction systems have been sold to the DD market, by *anyone?*

The DD market is only just starting to use lithography at all (as opposed to laser trimming), and features are many times larger than encountered in semiconductors. Reduction steppers generally cost more and are more complicated to operate than 1x systems, so I don't see why an ultralow margin business like DD (makes DRAM profit margins look fat) would use them unless forced to. Failing to place a reduction system in the DD market is no big deal, IMO.

Katherine



To: Hank Stamper who wrote (3066)3/28/1999 6:41:00 PM
From: Carl Mays  Read Replies (1) | Respond to of 3696
 
Because they are late to the market and their reduction system is inferior to Nikon and ASM Lithography. Both Nikon and ASM Lithography have excellent reduction lithography systems. Both of these companies spend more in R&D per year than UTEK's total revenue. UTEK's much heralded cash position is insignificant when compared to these organizations. Critical mass is required to compete in this technology sector.


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