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

To: T.Sherman who wrote (1076)	9/11/1998 11:18:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 1279

The conference call for the quarter before specifically mentioned a weak first two quarters of Fiscal 1999 and that strong business would not return until the last 2 quarters, which are roughly the first half of calendar 1999. Are you saying that on this call they are stating that business has gotten better? I'm skeptical.

To: T.Sherman who wrote (1076)	10/20/1998 11:10:00 PM
From: Jerome	Read Replies (1) \| Respond to of 1279

T. Sherman/ ETEC Supporters. Etec has recovered very well since the Oct. 8 debacle. (15.00/share). Because of the strength in the photomask stocks in the last week. Isuspect that this industry group is nowhwere in as bad of shape as other tech stocks. The downsizing to smaller line widths can only mean substantially more masks than previously estimated. And further up the food chain more of ETEC's equipment. Even if the equipment business stays at low levels (AMAT, KLIC,ASYT) Companies such as MASK, PLAB, DPMI will do far better than the group. Would any of you consider it wise to to trade off some ETEC shares for twice the number of PLAB or MASK shares? I currently own ETEC and MASK, and thought of increasing my leverage to the upside by doing such a trade.(l00 ETEC for 200 PLAB) DPMI claims business softness as the reason for last quarters poor results, and yet MASK spends twenty million for new equipment from ETEC. No pushout here. Perhaps DPMI is just losing market share to PLAB and MASK. I have no doubt that ETEC will do well in the comming quarters but making up for loses in othet techs has become a priority of the moment. Comments would be appreciated.......Jerome