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

To: jeffbas who wrote (1007)	6/21/1998 3:43:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 1279

How much of ETEC's revenues comes from service and parts? This is usually pretty profitable business, and competition won't affect it. As for price increases, as semi-equipment moves to smaller and smaller feature sizes it is not surprising that costs rise. Do remember that ETEC has never had 100% of the market, so they have never been without competition. But it is true that thus far they have always had more demand for their equipment than they could produce. Margins may well decrease if they find that they must either reduce production or sell more machines. Carl