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

To: Demosthenes who wrote (3088)	4/1/1999 9:08:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 3696

D, Again, thanks for the effort in gathering the info and in sharing it with us. 1. UBEAM. Sounds much better than we were led to believe by Bookdon and Carl. All the same, the company has been overly optimistic in the past. I hope that they've swung to overly pessimistic, but I doubt it. The dozen potential customers won't wait forever. There are other sources. In that sense, today's mask overcapacity is a blessing. They might be a little more patient than I would otherwise expect. 2. PGILD. I've been waiting for this for about 5 years (while it was still a research project at LLNL). I'll get more enthused after the 2nd sale. My opinion of UTEK is at an alltime low; but I still expect to sell at a sizeable profit. Ian.

To: Demosthenes who wrote (3088)	4/1/1999 7:58:00 PM
From: MrGreenJeans	Read Replies (1) \| Respond to of 3696

Utek Notes D- I believe your most recent talk with Utek is best compared to this note you had posted a couple of weeks ago: Message 8301727 It seems to me that the most recent note is a bit more downbeat. Expected orders are being lowered and profitable earnings are being pushed out later in the year. It is interesting to me that you spoke to them a couple of weeks ago and already the forecast is changing for the worse. Perhaps I am reading these notes a little too closely and overanalyzing them. D, your response...