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Technology Stocks : Etec Systems moving up
ETEC 0.1500.0%Sep 8 5:00 PM EST
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To: Q. who wrote (1187)3/30/1999 9:08:00 PM
From: Ian@SI  Read Replies (1) of 1279
 
John,

1. I suspect that the market understands ETEC's business lumpiness quite well by now. I too would be surprised if it closes down more than 15% tomorrow.

2. The comments seemed to me, at least, to be specific to the mask making equipment sector. Lehman has some notes on the web today in which it expects both Packaging and Front End Wafer processing to be ahead of current estimates. (LRCX and KLIC stand out in my memory for beating the current estimate that Lehman had.)

So it's hard to say how rational the market will behave tomorrow.

Sorry to hear that you top-ticked this minicycle. I hope that you're back in the black quickly.

Regards,
Ian.
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