Etec Systems moving up Message Board

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Technology Stocks : Etec Systems moving up

ETEC 0.150

0.0%

Sep 8 5:00 PM EST

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To: Q. who wrote (1187)	3/31/1999 12:07:00 AM
From: Carl R.	of 1279

This news really doesn't come as a great shock. If you look at MASK, PLAB, and DPMI you see that yes, there is overcapacity in mask making. I've been wondering how long ETEC could remain immune from the problems, and apparently the answer is that they can't. The head of UTEK made some pretty moronic comments about how there was insatiable demand for mask making equipment awhile back, but surely no one believed them. There is clearly overcapacity for mask production at .25µ and above. The only thing driving demand for ETEC equipment right now is the need for masks at .21µ and below right now. This make cause an initial repercussion in MASK, DPMI, and PLAB, but really for them it is good news. A slowdown in orders for equipment will help them work through their own overcapacity. I don't think this will effect other semi cap stocks and the effect will be localized. Carl

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