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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: Ian@SI who wrote (1227)5/19/1999 10:02:00 PM
From: Justa Werkenstiff  Read Replies (1) of 1279
 
Ian and all: ETEC cc at (800) 633-8284 and code 12024724.

Company has collectively five months of backlog with long delivery times. Quarter came in as preannounced but next quarter will be short a system as of now. Poor visibility but good quote activity. Some say 9 -12 month lag between bottom for this company and rest of sector. Once business hits, it should hit hard IMO. Tomorrow's action: flip a coin with strong semi BTB.
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