SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum
MU 230.24+2.5%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Graybill who wrote (44710)3/31/1999 2:37:00 PM
From: Steve Robinett  Read Replies (3) of 53903
 
John et al,
I'm sure you saw this ETEC preannouncement.
biz.yahoo.com
The most interesting part, relative to AMAT or MU, was ETEC's comment at the end of the story that Due to those reasons as well as overall industry environment, pattern generation system demand is unlikely to improve for the rest of the fiscal year ending July 31, and the market could be challenging through the rest of the calendar year, the company said.

Since ETEC owns between 70-90% of the photomask equipment business, this says something interesting about current capex by chip makers.
Best,
--Steve
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext