Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Rev Paris Green who wrote (5196)	3/27/1998 6:45:00 PM
From: David Aegis	Read Replies (1) of 18691

Rev, SLR and JBIL are not competitors of ETEC. ETEC makes machines that make photomasks for the photolithography process of semiconductor manufacturing. ETEC's only competition is Hyundai, and Hyundai's machines allegedly suck. Ultratech stepper is coming out with a competitive machine, but it is still in beta test. SLR and JBIL are circuit board builders. They apply electric components to the circuit boards to make electronic equipment. There is an impending supply glut among circuit board builders due to the Asian crisis. ETEC trades like a semiconductor equipment stock (AMAT, KLAC, etc.), not like a circuit board builder. --David

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