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

To: Steve Antonelli who wrote (951)	5/29/1998 6:14:00 PM
From: Dr. Bob	Read Replies (1) \| Respond to of 1279

Well, I'll be the lone bull for the moment, I guess. I'm loading up Monday. 1. This management is cautious and conservative in its statements to a fault. I think the chance of an upside surprise is much greater from this point than a downside. 2. Maskmakers and industry watchers say demand for masks remains strong. 3. If orders do pick up, the potential for a blowout CY 99 is very real, with ETEC's new capacity coming on line. 4. There is no rampant bullishness on the UTEK thread saying they're going to blow ETEC out of the water. 5. Downside potential in the next 18 months - 40% (mid-20's), IMO. Upside potential in the same time frame - 150% (based on possible earnings of $3.00 - 4.00 in CY 99, and good P/E's because the move to 300 mm will be at its inflection point at that time). Bob