Etec Systems moving up Message Board

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Technology Stocks : Etec Systems moving up

ETEC 0.150

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Sep 8 5:00 PM EST

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To: Carl R. who wrote (1170)	2/16/1999 9:13:00 PM
From: Clarksterh	Read Replies (1) of 1279

Carl - If Japanese makers of mask making equipment are seeing sales increases of 500%, doesn't that imply that they are increasing market share? Isn't that bad for ETEC? If ETEC had already reported earnings/orders for that period of time and it was down in Japan Y/Y then I would agree. But it has not yet reported orders for the period including December. I suspect that what happened in December was the strong bounce that was predicted in the last conference call happened. To quote from my CC notes from 11/18 or 19: 5) Japan captive mask orders have dropped off the face of the planet, and instead manufacturers are using mask vendors. This probably means a hiccup to orders will happen sometime in the future as the vendors learn what the real demand is going to be. This is in contrast to a steady stream of orders. It is, of course, possible that ETEC has lost significant market share in Japan, but I don't see why that is a better assumption than that they kept the same market share. We'll see in the next CC. Clark

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