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


To: jeffbas who wrote (1068)9/10/1998 7:56:00 AM
From: Dr. Bob  Read Replies (1) | Respond to of 1279
 
On various SI threads (AMAT, BLOOD) in the past 24 hours, four different companies (IBM, TI, Canon, ASML) have reported equipment or techniques facilitating moves to 0.15 line widths or below. This is the signal to me that demand for ETEC's mask-making equipment will be rising soon. They can't go there without ETEC. IMO, there is now limited downside (to the mid-20's, which we may well see again), and strong likelihood for a triple on this stock within 24 months.

Bob