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Technology Stocks : General Lithography
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To: Ian@SI who wrote (1018)5/28/1998 9:44:00 PM
From: jeffbas  Read Replies (2) of 1305
 
Do you have any reason to believe that the V 2000 offers any significant advantages over ETEC, other than that PLAB must have bought it for some reason (which could be nothing more than a tactical move against ETEC and price increases from them)? Any material competition for ETEC could be a real valuation issue for ETEC in view of their current issues, as discussed on recent conf call. (An analyst did mention potential competition as contributing to recent declines.)
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