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

To: jeffbas who wrote (965)	5/31/1998 1:28:00 AM
From: Dr. Bob	Respond to of 1279

Jeffrey, The only way I can see your timing might be wrong is if the 300 mm rush starts sooner than 6 months. Unlikely, but possible, with news from Siemens that yields exceeded those from their 200 mm fab. Bob

To: jeffbas who wrote (965)	5/31/1998 11:02:00 AM
From: TI2, TechInvestorToo	Respond to of 1279

I have not followed this discussion in detail, but I wonder if Etec's fiscal year has caused some confusion on timing. I heard that their fiscal year is July. If the anxiety is based on first 6 mos of FY 99 and not CY99, then the market timing moves in 6 mos. With market looking to earnings 6-12 mos out, then this summer/fall could be the upturn. TI2