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

To: Sparky65 who wrote (1026)	7/13/1998 10:01:00 AM
From: T.Sherman	Read Replies (2) \| Respond to of 1279

The stock got hammered in sympathy with Photronic's earnings warning. It appears the issue is with .50um and above, not .25um which is 85% of ETEC's backlog. ETEC should introduce the .18um MEBES-5000 at Semicom West this week. I still feel that this company can earn well over $3.00 in calender 99 and is a must own!

To: Sparky65 who wrote (1026)	7/13/1998 12:55:00 PM
From: The ChrisMeister	Read Replies (1) \| Respond to of 1279

"Analysts were very bullish on this stock a month ago. Are people as bullish on it now?" I basically agree with T.Sherman's post (though I'm not so sure about $3/sh in 1999). This stock goes in and out of favor very quickly. Perhaps the recent sluggishness is due to the fact that earnings don't come out until the first week of September, so the market's focus is elsewhere for the time being. Downside risk here at 33-34 seems rather low unless there's a warning from the company or something. I'm holding patiently, looking for much higher ground 5 or 7 weeks from now. ChrisMeister