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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: David Aegis who wrote (5659)3/27/1998 7:44:00 PM
From: Rev Paris Green  Read Replies (1) | Respond to of 18691
 
Thank you for the clarification David.

So are you saying that if a circuit board maker like JBIL or SLR is doing poorly, there is no trail leading back to ETEC. If there is no competition theory, as I wrongly assumed, does ETEC rely on JBIL as a buyer for anything? Is the photomask semiconductor machine business completely isolated from downturns in the circuit board business?

thanks in advance


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