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Technology Stocks : General Lithography

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To: Andrew Vance who wrote (1075)7/19/1998 3:31:00 PM
From: jeffbas  Read Replies (1) of 1305
 
Thanks Andrew.

I would be curious as to your (unstated) reasons for not investing in ETEC at this point. I have been cautious because of the warning that the first two Q of the next fiscal year, starting 8/1, would be relatively weak -- i.e., its to soon to buy now, what's the rush it's not going anywhere theories, and the UTEK risk. In 3-6 months we will know a lot more about these issues and the price should not be materially higher.
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