Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (2106)	2/2/1998 7:05:00 PM
From: CalculatedRisk	Read Replies (1) of 18691

Roger, re:ETEC. (Since I brought this to your attention - i.e. King leaving) 1) ETEC systems are large ($8 Million per system) 2) ETEC has had this problem twice before (one system slipping into the following quarter). 3) Both times they pre-announced and caught up the next quarter. With this history, the analysts following ETEC look through this problem. Actually this announcement is pretty positive. No Asian cancellations and ETEC is still "on plan" for the year. Regards, Bill

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