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

To: Dr. Bob who wrote (995)	6/19/1998 9:47:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 1279

Bob, what do you think? At what point does this become "mispriced" under any scenario?

To: Dr. Bob who wrote (995)	6/20/1998 3:14:00 PM
From: Bruce anthony Losee	Read Replies (1) \| Respond to of 1279

This is the start of an answer, but too vague to be of much value. Are you referring to Etec's sales of equipment to Dupont and PLAB, or their sales volumes? Can you provide facts, or references, which give the direct information about Etec's sales to these companies? As always, I appreciate any direct information you, or anyone else, can provide. I'm not sure what you mean by competitive tool. If you mean that they have room to lower prices to compete effectively, I'm sure there is some truth in this. However, if they are in such a position that they have to lower prices to remain competitve with their Japanese competitors, this would make Etec a much less attractive investment. I want to make it clear that I am not claiming this is the case, I have no information which would support this position, so it is pure speculation. It is only a question in response to Robert's post.