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

To: Jerome who wrote (1061)	9/1/1998 8:07:00 PM
From: FJB	Read Replies (1) \| Respond to of 1279

Jerome, Since they haven't warned, it's safe to assume they will meet their number. The push-out of a single system would have resulted in a shortfall and warning. RE:If there are other techs that you feel confident and comfortable about please respond... The only thing I'm confident about is that you will be able to purchase some semi-equips at really cheap prices over the next few months. If you like strong balance sheets, you might take a look at SVGI, UTEK, and BRKS. Unfortunately, they fall short in the earnings department, but it's hard to find semi-equips that don't. If you happen to know ETEC's conference call replay # and code, could you pass it along? Good luck to you also, Bob