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Technology Stocks : Etec Systems moving up -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (1239)6/9/1999 9:43:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 1279
 
the other reason offered in the last conference call is that more and more captive shops are being outsourced to the merchant mask makers who, in turn, take over the existing equipment, upgrade it or otherwise tweak it to increase productivity.

As this outsourcing trend continues, the robust growth forecasts shrink a bit. But sooner or later there won't be any captive shops left to outsource. ;-)

Ian.


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