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

To: Katherine Derbyshire who wrote (3121)	4/3/1999 3:01:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 3696

Katherine, Thanks for the additional clarification on PGILD. It sounds exciting; but then so did its 1:1 steppers, the Mix and Match sales strategy and getting twice the throughput at half the cost. While I haven't given up on UTEK (I'll wait for it to break a $ before I do that. ...and I don't expect it to sell for a small fraction of Cash any time soon.), I won't get too excited until I see firm orders with firm due dates for its new products. Re INTC: Craig Barrett has dropped the Copy Exact philosophy. He now expects to qualify a second supplier for every tool. I'm not sure whether I saw this on DowJones or Bloomberg, but it sounded as if it was more than just a rumour in passing. Best wishes, Ian.