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

To: Richard P. Roberts who wrote (939)	5/27/1998 12:21:00 PM
From: Steve Antonelli	Respond to of 1279

Richard ... really good job of posting this info so quickly after it was released.... thank you... I think I'll hold for now .....

To: Richard P. Roberts who wrote (939)	5/27/1998 12:38:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 1279

I listened to the call and I recommend any holders do likewise - over 1 1/2 hours. It was my understanding that the 20% for fiscal 1999 was end loaded to the second half of the fiscal year, and dependent on an ASSUMPTION that Japan would resume spending, because they just had to in order to avoid falling behind. What is fact, however, is that pushouts will hurt the first half of that fiscal year. It also seems that competition is rearing its head a bit. Hitachi has sold the most, but Leica (?) and UTEK are also out there with competing products, it seems (although too new to really know how good they are). In my opinion, I could see the stock rallying to $50, but not further because of the two weak quarters (perhaps flat with prior year) starting off the next fiscal year. When we get those quarters, who knows? I do not like the risk/reward as much as ABN AMRO.