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

To: Rev Paris Green who wrote (5662)	3/30/1998 11:17:00 AM
From: David Aegis	Respond to of 18691

Rev, You ask is ETEC completely isolated from downturns in the circuit board business. I'd answer no, because both are tied to demand for electronic products. This demand is currently weak because of the Asian economic crisis. The circuit board makers don't buy any of ETEC's machines, but ETEC's machines obviously have some circuit boards in them. I just think the circuit board industry is more commoditized than ETEC. Whether that means that ETEC has a better competitive position within its industry is open to debate, but I do not think it is appropriate to compare P/E's, P/S's etc. between ETEC and JBIL. --David