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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (375)6/4/1997 4:13:00 PM
From: Jurgis Bekepuris   of 1305
 
Andrew,

Can you look up the MASK's 4th quarter report and
comment on it? I am dissappointed with the flat earnings,
but I wonder whether the earnings will increase in the
current quarter. PLAB - who reported earnings including
April (vs. March of MASK) had the first quarter
of earnings growth. What is the possibility of MASK
reporting a good April-June quarter?

I know that you were bullish on the sector,
but can you repeat your explanation why the number
of masks (and the profits of mask companies) will grow
consistently in the future. My simplistic idea is that
the number of masks used depends strictly on the
number of new designs. What is the evidence that the
number of designs is growing? Do you have an approximate
growth rate available?

I am just trying to decide whether I should
hold MASK, or whether I should switch to something
else (UTEK? :-)).

Thanks and good luck

Raimondas
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