Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : General Lithography -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (1018)	5/28/1998 9:44:00 PM
From: jeffbas	Read Replies (2) \| Respond to of 1305

Do you have any reason to believe that the V 2000 offers any significant advantages over ETEC, other than that PLAB must have bought it for some reason (which could be nothing more than a tactical move against ETEC and price increases from them)? Any material competition for ETEC could be a real valuation issue for ETEC in view of their current issues, as discussed on recent conf call. (An analyst did mention potential competition as contributing to recent declines.)