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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: Demosthenes who wrote (1226)5/19/1999 9:49:00 PM
From: Ian@SI  Read Replies (1) of 1279
 
D.,

I suspect that today's run up was related to AMAT's conference call. Specifically the move to 0.18µ; and the implicit need for advanced masks / mask making equipment.

The comments from ETEC imply that this is not yet being seen.

I don't understand the discrepancy and don't have the ETEC number to see if any light is shed in that call.

Ian.
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