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Technology Stocks : Etec Systems moving up
ETEC 0.1500.0%Sep 8 5:00 PM EST

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To: Carl R. who wrote (1241)6/9/1999 10:01:00 PM
From: Ian@SI  Read Replies (2) of 1279
 
why aren't they seeing dramatic sales increases?

Carl,

Hopefully someone who understands the Mask business better than I will cut in, and give us both the answer.

I would speculate that Mask sets last a relatively long time; that those outsourcing are having financial difficulty; probably made sure they had current set of masks before the deal.

i.e. - there may be a slight delay between the sale and the requirement for more masks.

The above sounds a lot like nonsense to me as I believe that chip designs are constantly being improved. If not, the company dies.

Looking forward to a believable reason,
Ian.
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