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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: Joseph G. who wrote (2863)	7/8/1998 5:20:00 PM
From: Cynic 2005	Read Replies (1) \| Respond to of 86076

ETEC the mask maker: Me not know much technical stuff. But I think I understand the market better than Bob does. -g- First the bull case. Since the chip companies are in a serious down-turn, they are going to need to improve yields somehow. They say ETEC is the way to go. [the earlier bull case was that the mask market will be robust since the chip equipment market was so robust. -g-] Needless to say that I don't buy that cr*p. The hard facts: They have delayed the shipment of a new system twice. Now with last Q missed number they announced a sales deal with a marginal player (forgot the name), who control 2% of the PCB market. They reportedly placed an order for $25 mil for ETECs new system. If DuPont's Photomask biz and ASYT poor results are any indication, these guys are in deep kimshee but not admitting it. I listened to the last conf. call. The mgmt sounded like a bunch of used car salesmen - a la Micron. Revenues just started heading south. The stock is wounded and it could get trounced during the next leg down. JMO. -MMV PS; AMD has just given-up on firing warning shots. They just delivered the 45 ton bomb. -g-