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

To: Paul Dieterich who wrote (736)	1/25/1998 11:36:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 1279

Anyone have an opinion which is the better buy at current prices, ETEC or a major customer DPMI. IF DPMI (or its peers) does not do better than flat earnings, then its flat capital spending outlook for 1999 will probably materialize (and ETEC estimates will probably be too high). If DPMI has better earnings and possibly a larger capital spending budget for 1999, then ETEC may make its estimates, but DPMI would probably do better than what its low p/e likely reflects and may be relatively cheaper than ETEC. Yes? No?