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Technology Stocks : Dupont Photomasks (DPMI) -- Ignore unavailable to you. Want to Upgrade?

To: Duane L. Olson who wrote (766)	2/12/1999 8:40:00 AM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 955

>>Katherine, thanks so much, and I will be sure to pass that around. I do regret that you won't be covering SEMIInvest. You always have some tid-bits that somehow doesn't get reported elsewhere.<< [Insert rude and/or smug comments about my competition here. :-) ] >>Do you remain the strong fan of ETEC that you have been in the past? << Technology wise, yes. As always, I don't follow the stock closely enough to have an opinion about valuation. >>And, given the comments you report about prospects for capital equipment expenditures, is it your view that the recent strong market support for NVLS AMAT TER, etc might be overdone?<< Again, since I don't invest in the stocks themselves, I'm reluctant to comment here. I would say that investors who took the recent BtB improvements as a sign that we're off to the races again will likely be disappointed by earnings over the next few quarters. Investors who took the recent BtB as a sign that the bottom has been reached, but who are prepared for a gradual climb out of the trough, probably have more realistic expectations. Katherine